MC
SW

Moors & Cabot’s Smurfit Westrock SW Stock Holding History

Moors & Cabot’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 		– Sell
-8,466
Closed -$337K – 1005
2026
Q1 		$337K Sell
8,466
-4
-0% -$173 0.01% 662
2025
Q4 		$328K Sell
8,470
-1,252
-13% -$47.7K 0.01% 659
2025
Q3 		$414K Sell
9,722
-222
-2% -$10K 0.02% 578
2025
Q2 		$429K Buy
9,944
+30
+0.3% +$1.28K 0.02% 543
2025
Q1 		$447K Sell
9,914
-471
-5% -$23.9K 0.02% 513
2024
Q4 		$559K Sell
10,385
-133
-1% -$6.78K 0.03% 468
2024
Q3 		$520K Buy
+10,518
New +$478K 0.03% 488

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 $3.38T AUM 44.17% 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

Moors & Cabot's SW Position: Q2 2026 in Review

Moors & Cabot sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 8,466 shares — an estimated $337K sold.

Moors & Cabot first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $559K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Moors & Cabot reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Moors & Cabot sold 8,466 Smurfit Westrock shares in Q2 2026, an estimated $337K.
  • Moors & Cabot first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • Moors & Cabot's Smurfit Westrock position peaked at $559K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.