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
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 $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Moors & Cabot's SW Position: Q1 2026 in Review

Moors & Cabot reduced its Smurfit Westrock (SW) stake by 0.05% in Q1 2026, selling an estimated $173 and leaving 8,466 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #662.

Moors & Cabot first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2024. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Moors & Cabot held 8,466 shares of Smurfit Westrock worth $337K as of Q1 2026.
  • Moors & Cabot sold 4 Smurfit Westrock shares in Q1 2026, an estimated $173.
  • Smurfit Westrock made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #662 holding.
  • Moors & Cabot first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Moors & Cabot's Smurfit Westrock position peaked at $559K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.