MSA
SW

MUFG Securities Americas’s Smurfit Westrock SW Stock Holding History

MUFG Securities Americas’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 		$576K Buy
14,455
+387
+3% +$16.7K 0.04% 363
2025
Q4 		$544K Sell
14,068
-12
-0.1% -$458 0.03% 377
2025
Q3 		$599K Buy
14,080
+3,090
+28% +$140K 0.04% 356
2025
Q2 		$474K Buy
10,990
+2,238
+26% +$95.7K 0.04% 352
2025
Q1 		$394K Buy
8,752
+1,458
+20% +$73.9K 0.05% 337
2024
Q4 		$393K Buy
+7,294
New +$372K 0.05% 313

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

MUFG Securities Americas's SW Position: Q1 2026 in Review

MUFG Securities Americas increased its Smurfit Westrock (SW) stake by 2.8% in Q1 2026, buying an estimated $16.7K and bringing the position to 14,455 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #363.

MUFG Securities Americas first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q3 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • MUFG Securities Americas held 14,455 shares of Smurfit Westrock worth $576K as of Q1 2026.
  • MUFG Securities Americas bought 387 Smurfit Westrock shares in Q1 2026, an estimated $16.7K.
  • Smurfit Westrock made up 0.04% of MUFG Securities Americas's portfolio in Q1 2026, its #363 holding.
  • MUFG Securities Americas first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's Smurfit Westrock position peaked at $599K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

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