MSU
SW

Mizuho Securities USA’s Smurfit Westrock SW Stock Holding History

Mizuho Securities USA’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 		$1.26M Sell
31,581
-6,441
-17% -$278K 0.03% 491
2025
Q4 		$1.36M Sell
38,022
-6
-0% -$229 0.02% 517
2025
Q3 		$1.79M Buy
38,028
+3,756
+11% +$170K 0.04% 441
2025
Q2 		$1.48M Sell
34,272
-5,316
-13% -$227K 0.03% 467
2025
Q1 		$1.78M Sell
39,588
-7,246
-15% -$367K 0.04% 416
2024
Q4 		$2.52M Buy
46,834
+14,840
+46% +$756K 0.05% 366
2024
Q3 		$1.58M Buy
+31,994
New +$1.45M 0.03% 402

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

Mizuho Securities USA's SW Position: Q1 2026 in Review

Mizuho Securities USA reduced its Smurfit Westrock (SW) stake by 17% in Q1 2026, selling an estimated $278K and leaving 31,581 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #491.

Mizuho Securities USA first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Mizuho Securities USA held 31,581 shares of Smurfit Westrock worth $1.26M as of Q1 2026.
  • Mizuho Securities USA sold 6,441 Smurfit Westrock shares in Q1 2026, an estimated $278K.
  • Smurfit Westrock made up 0.03% of Mizuho Securities USA's portfolio in Q1 2026, its #491 holding.
  • Mizuho Securities USA first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Mizuho Securities USA's Smurfit Westrock position peaked at $2.52M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.