MCM
SW

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
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
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

MV Capital Management's SW Position: Q1 2026 in Review

MV Capital Management increased its Smurfit Westrock (SW) stake by 20% in Q1 2026, buying an estimated $604 and bringing the position to 85 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

MV Capital Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.03K in Q3 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • MV Capital Management held 85 shares of Smurfit Westrock worth $3.39K as of Q1 2026.
  • MV Capital Management bought 14 Smurfit Westrock shares in Q1 2026, an estimated $604.
  • Smurfit Westrock made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #679 holding.
  • MV Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • MV Capital Management's Smurfit Westrock position peaked at $7.03K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.