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 Q2	$1.8M	Buy	38,880 +1,407	+4%	+$58.1K	﹤0.01%	1331
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 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

Neuberger Berman Group's SW Position: Q2 2026 in Review

Neuberger Berman Group increased its Smurfit Westrock (SW) stake by 3.8% in Q2 2026, buying an estimated $58.1K and bringing the position to 38,880 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Neuberger Berman Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $40.1M in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Neuberger Berman Group held 38,880 shares of Smurfit Westrock worth $1.8M as of Q2 2026.
Neuberger Berman Group bought 1,407 Smurfit Westrock shares in Q2 2026, an estimated $58.1K.
Smurfit Westrock made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1331 holding.
Neuberger Berman Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Neuberger Berman Group's Smurfit Westrock position peaked at $40.1M in Q3 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.