MV Capital Management’s Smurfit Westrock SW Stock Holding History

MV Capital Management’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	$4.16K	Buy	90 +5	+6%	+$206	﹤0.01%	676
2026 Q1	$3.39K	Buy	85 +14	+20%	+$604	﹤0.01%	679
2025 Q4	$2.75K	Sell	71 -94	-57%	-$3.58K	﹤0.01%	680
2025 Q3	$7.03K	Buy	165 +57	+53%	+$2.58K	﹤0.01%	571
2025 Q2	$4.66K	Buy	108 +64	+145%	+$2.74K	﹤0.01%	617
2025 Q1	$1.98K	Buy	44 +5	+13%	+$254	﹤0.01%	693
2024 Q4	$2.1K	Sell	39 -11	-22%	-$560	﹤0.01%	688
2024 Q3	$2.47K	Buy	+50	New	+$2.27K	﹤0.01%	682

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MV Capital Management's SW Position: Q2 2026 in Review

MV Capital Management increased its Smurfit Westrock (SW) stake by 5.9% in Q2 2026, buying an estimated $206 and bringing the position to 90 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

MV Capital Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.03K in Q3 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

MV Capital Management held 90 shares of Smurfit Westrock worth $4.16K as of Q2 2026.
MV Capital Management bought 5 Smurfit Westrock shares in Q2 2026, an estimated $206.
Smurfit Westrock made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #676 holding.
MV Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
MV Capital Management's Smurfit Westrock position peaked at $7.03K in Q3 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.