NMERB
SW

New Mexico Educational Retirement Board’s Smurfit Westrock SW Stock Holding History

New Mexico Educational Retirement Board’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 		$1.2M Buy
25,985
+2,000
+8% +$82.6K 0.03% 613
2026
Q1 		$956K Hold
23,985
– – 0.03% 656
2025
Q4 		$927K Buy
23,985
+1,600
+7% +$61K 0.03% 686
2025
Q3 		$953K Sell
22,385
-700
-3% -$31.7K 0.03% 667
2025
Q2 		$996K Hold
23,085
– – 0.03% 629
2025
Q1 		$1.04M Sell
23,085
-400
-2% -$20.3K 0.04% 595
2024
Q4 		$1.26M Sell
23,485
-1,900
-7% -$96.8K 0.04% 524
2024
Q3 		$1.25M Buy
+25,385
New +$1.15M 0.04% 536

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

New Mexico Educational Retirement Board's SW Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Smurfit Westrock (SW) stake by 8.3% in Q2 2026, buying an estimated $82.6K and bringing the position to 25,985 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #613.

New Mexico Educational Retirement Board first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • New Mexico Educational Retirement Board held 25,985 shares of Smurfit Westrock worth $1.2M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 2,000 Smurfit Westrock shares in Q2 2026, an estimated $82.6K.
  • Smurfit Westrock made up 0.03% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #613 holding.
  • New Mexico Educational Retirement Board first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • New Mexico Educational Retirement Board's Smurfit Westrock position peaked at $1.26M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.