Mitsubishi UFJ Trust & Banking’s Smurfit Westrock SW Stock Holding History

Mitsubishi UFJ Trust & Banking’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	$10M	Buy	217,066 +7,930	+4%	+$327K	0.02%	512
2026 Q1	$8.33M	Sell	209,136 -7,197	-3%	-$310K	0.02%	539
2025 Q4	$8.37M	Sell	216,333 -12,191	-5%	-$465K	0.02%	560
2025 Q3	$9.73M	Buy	228,524 +4,213	+2%	+$191K	0.02%	558
2025 Q2	$9.68M	Sell	224,311 -642	-0.3%	-$27.5K	0.02%	552
2025 Q1	$10.1M	Sell	224,953 -25,960	-10%	-$1.32M	0.03%	531
2024 Q4	$13.5M	Buy	250,913 +3,127	+1%	+$159K	0.03%	499
2024 Q3	$12.2M	Buy	+247,786	New	+$11.3M	0.03%	538

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

Mitsubishi UFJ Trust & Banking's SW Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its Smurfit Westrock (SW) stake by 3.8% in Q2 2026, buying an estimated $327K and bringing the position to 217,066 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #512.

Mitsubishi UFJ Trust & Banking first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.5M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Mitsubishi UFJ Trust & Banking held 217,066 shares of Smurfit Westrock worth $10M as of Q2 2026.
Mitsubishi UFJ Trust & Banking bought 7,930 Smurfit Westrock shares in Q2 2026, an estimated $327K.
Smurfit Westrock made up 0.02% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #512 holding.
Mitsubishi UFJ Trust & Banking first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Mitsubishi UFJ Trust & Banking's Smurfit Westrock position peaked at $13.5M in Q4 2024.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.