Mercer Global Advisors
SW

Mercer Global Advisors’s Smurfit Westrock SW Stock Holding History

Mercer Global Advisors’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
Q1 		$892K Buy
22,374
+226
+1% +$9.75K ﹤0.01% 1630
2025
Q4 		$856K Buy
22,148
+2,715
+14% +$104K ﹤0.01% 1541
2025
Q3 		$827K Sell
19,433
-5,887
-23% -$266K ﹤0.01% 1484
2025
Q2 		$1.09M Sell
25,320
-2,333
-8% -$99.8K ﹤0.01% 1173
2025
Q1 		$1.25M Buy
27,653
+13,599
+97% +$690K ﹤0.01% 1024
2024
Q4 		$757K Sell
14,054
-53,558
-79% -$2.73M ﹤0.01% 1230
2024
Q3 		$3.3M Buy
+67,612
New +$3.07M 0.01% 612

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's SW Position: Q1 2026 in Review

Mercer Global Advisors increased its Smurfit Westrock (SW) stake by 1% in Q1 2026, buying an estimated $9.75K and bringing the position to 22,374 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Mercer Global Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.3M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Mercer Global Advisors held 22,374 shares of Smurfit Westrock worth $892K as of Q1 2026.
  • Mercer Global Advisors bought 226 Smurfit Westrock shares in Q1 2026, an estimated $9.75K.
  • Smurfit Westrock made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1630 holding.
  • Mercer Global Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's Smurfit Westrock position peaked at $3.3M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.