MG
SW

Michael Gelband’s Smurfit Westrock SW Stock Holding History

Michael Gelband’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 		$15.6M Sell
336,857
-339,433
-50% -$14M 0.1% 185
2026
Q1 		$27M Buy
676,290
+663,619
+5,237% +$28.6M 0.21% 60
2025
Q4 		$490K Sell
12,671
-64,436
-84% -$2.46M ﹤0.01% 1189
2025
Q3 		$3.28M Buy
+77,107
New +$3.49M 0.03% 558
2025
Q2 		– Sell
-201,281
Closed -$9.07M – 2059
2025
Q1 		$9.07M Buy
+201,281
New +$10.2M 0.09% 232

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Michael Gelband's SW Position: Q2 2026 in Review

Michael Gelband reduced its Smurfit Westrock (SW) stake by 50% in Q2 2026, selling an estimated $14M and leaving 336,857 shares worth $15.6M. The position accounts for 0.1% of the portfolio, ranked #185.

Michael Gelband first reported a position in SW in Q1 2025 and has held it in 5 quarters since. The position peaked at $27M in Q1 2026. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Michael Gelband held 336,857 shares of Smurfit Westrock worth $15.6M as of Q2 2026.
  • Michael Gelband sold 339,433 Smurfit Westrock shares in Q2 2026, an estimated $14M.
  • Smurfit Westrock made up 0.1% of Michael Gelband's portfolio in Q2 2026, its #185 holding.
  • Michael Gelband first reported a position in Smurfit Westrock in Q1 2025 and has held it in 5 quarters since.
  • Michael Gelband's Smurfit Westrock position peaked at $27M in Q1 2026.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.