McMillan Office’s Smurfit Westrock SW Stock Holding History

McMillan Office’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
2026 Q2	$42.1K	Hold	911	–	–	﹤0.01%	307
2026 Q1	$36.3K	Hold	911	–	–	﹤0.01%	306
2025 Q4	$35.2K	Buy	+911	New	+$34.7K	﹤0.01%	303

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

McMillan Office's SW Position: Q2 2026 in Review

McMillan Office held its Smurfit Westrock (SW) position steady in Q2 2026 at 911 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

McMillan Office first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

McMillan Office held 911 shares of Smurfit Westrock worth $42.1K as of Q2 2026.
McMillan Office left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up ﹤0.01% of McMillan Office's portfolio in Q2 2026, its #307 holding.
McMillan Office first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.