Neuberger Berman Group
SW

Neuberger Berman Group’s Smurfit Westrock SW Stock Holding History

Neuberger Berman Group’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 		$1.49M Buy
37,473
+19,006
+103% +$820K ﹤0.01% 1277
2025
Q4 		$714K Sell
18,467
-10,764
-37% -$410K ﹤0.01% 1515
2025
Q3 		$1.24M Buy
29,231
+6,744
+30% +$305K ﹤0.01% 1296
2025
Q2 		$970K Sell
22,487
-13,651
-38% -$584K ﹤0.01% 1367
2025
Q1 		$1.63M Sell
36,138
-7,894
-18% -$400K ﹤0.01% 1191
2024
Q4 		$2.37M Sell
44,032
-767,294
-95% -$39.1M ﹤0.01% 1098
2024
Q3 		$40.1M Buy
+811,326
New +$36.9M 0.03% 492

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

Neuberger Berman Group's SW Position: Q1 2026 in Review

Neuberger Berman Group increased its Smurfit Westrock (SW) stake by 103% in Q1 2026, buying an estimated $820K and bringing the position to 37,473 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Neuberger Berman Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $40.1M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Neuberger Berman Group held 37,473 shares of Smurfit Westrock worth $1.49M as of Q1 2026.
  • Neuberger Berman Group bought 19,006 Smurfit Westrock shares in Q1 2026, an estimated $820K.
  • Smurfit Westrock made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1277 holding.
  • Neuberger Berman Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Neuberger Berman Group's Smurfit Westrock position peaked at $40.1M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.