National Bank of Canada’s Smurfit Westrock SW Stock Holding History

National Bank of Canada’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	$971K	Sell	24,351 -249,642	-91%	-$10.8M	﹤0.01%	1231
2025 Q4	$10.6M	Buy	273,993 +195,462	+249%	+$7.45M	0.01%	708
2025 Q3	$3.34M	Sell	78,531 -275,395	-78%	-$12.5M	﹤0.01%	971
2025 Q2	$15.3M	Buy	353,926 +24,854	+8%	+$1.06M	0.01%	640
2025 Q1	$14.8M	Buy	329,072 +89,564	+37%	+$4.54M	0.02%	601
2024 Q4	$12.9M	Buy	239,508 +228,635	+2,103%	+$11.6M	0.01%	689
2024 Q3	$537K	Buy	+10,873	New	+$494K	﹤0.01%	1196

Other funds holding SW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

National Bank of Canada's SW Position: Q1 2026 in Review

National Bank of Canada reduced its Smurfit Westrock (SW) stake by 91% in Q1 2026, selling an estimated $10.8M and leaving 24,351 shares worth $971K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

National Bank of Canada first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.3M in Q2 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

National Bank of Canada held 24,351 shares of Smurfit Westrock worth $971K as of Q1 2026.
National Bank of Canada sold 249,642 Smurfit Westrock shares in Q1 2026, an estimated $10.8M.
Smurfit Westrock made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1231 holding.
National Bank of Canada first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
National Bank of Canada's Smurfit Westrock position peaked at $15.3M in Q2 2025.
612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.