Morgan Stanley
SW

Morgan Stanley’s Smurfit Westrock SW Stock Holding History

Morgan Stanley’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 		$357M Buy
7,707,307
+1,736,269
+29% +$71.7M 0.02% 715
2026
Q1 		$238M Buy
5,971,038
+723,515
+14% +$31.2M 0.01% 857
2025
Q4 		$203M Buy
5,247,523
+50,511
+1% +$1.93M 0.01% 932
2025
Q3 		$221M Buy
5,197,012
+898,335
+21% +$40.7M 0.01% 870
2025
Q2 		$185M Buy
4,298,677
+616,493
+17% +$26.4M 0.01% 917
2025
Q1 		$166M Buy
3,682,184
+576,728
+19% +$29.2M 0.01% 948
2024
Q4 		$167M Buy
3,105,456
+140,014
+5% +$7.13M 0.01% 926
2024
Q3 		$147M Buy
+2,965,442
New +$135M 0.01% 990

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 $3.37T AUM 44.26% 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

Morgan Stanley's SW Position: Q2 2026 in Review

Morgan Stanley increased its Smurfit Westrock (SW) stake by 29% in Q2 2026, buying an estimated $71.7M and bringing the position to 7,707,307 shares worth $357M. The position accounts for 0.02% of the portfolio, ranked #715.

Morgan Stanley first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Morgan Stanley held 7,707,307 shares of Smurfit Westrock worth $357M as of Q2 2026.
  • Morgan Stanley bought 1,736,269 Smurfit Westrock shares in Q2 2026, an estimated $71.7M.
  • Smurfit Westrock made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #715 holding.
  • Morgan Stanley first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.