MA
SW

Montag & Associates’s Smurfit Westrock SW Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-645
Closed -$27.5K – 1183
2025
Q3 		$27.5K Hold
645
– – ﹤0.01% 664
2025
Q2 		$27.8K Hold
645
– – ﹤0.01% 652
2025
Q1 		$29.1K Hold
645
– – ﹤0.01% 680
2024
Q4 		$34.7K Hold
645
– – ﹤0.01% 657
2024
Q3 		$31.9K Buy
+645
New +$29.3K ﹤0.01% 674

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Montag & Associates's SW Position: Q4 2025 in Review

Montag & Associates sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 645 shares — an estimated $27.5K sold.

Montag & Associates first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $34.7K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Montag & Associates reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 645 Smurfit Westrock shares in Q4 2025, an estimated $27.5K.
  • Montag & Associates first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Montag & Associates's Smurfit Westrock position peaked at $34.7K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.