MPM
SW

MBB Public Markets’s Smurfit Westrock SW Stock Holding History

MBB Public Markets’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,638
Closed -$243K – 505
2025
Q2 		$243K Sell
5,638
-1,309
-19% -$56K 0.02% 398
2025
Q1 		$313K Buy
+6,947
New +$352K 0.03% 307
2024
Q4 		– Sell
-5,940
Closed -$294K – 569
2024
Q3 		$294K Buy
+5,940
New +$270K 0.02% 454

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MBB Public Markets's SW Position: Q3 2025 in Review

MBB Public Markets sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 5,638 shares — an estimated $243K sold.

MBB Public Markets first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $313K in Q1 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • MBB Public Markets reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 5,638 Smurfit Westrock shares in Q3 2025, an estimated $243K.
  • MBB Public Markets first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • MBB Public Markets's Smurfit Westrock position peaked at $313K in Q1 2025.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.