New York Life Investment Management’s Smurfit Westrock SW Stock Holding History

New York Life Investment 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
2025 Q4	–	Sell	-69,949	Closed	-$2.98M	–	865
2025 Q3	$2.98M	Buy	69,949 +3,394	+5%	+$154K	0.03%	453
2025 Q2	$2.87M	Sell	66,555 -1,098	-2%	-$47K	0.03%	446
2025 Q1	$3.05M	Buy	67,653 +447	+0.7%	+$22.7K	0.03%	435
2024 Q4	$3.62M	Buy	67,206 +759	+1%	+$38.7K	0.04%	408
2024 Q3	$3.28M	Buy	+66,447	New	+$3.02M	0.03%	443

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New York Life Investment Management's SW Position: Q4 2025 in Review

New York Life Investment Management sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 69,949 shares — an estimated $2.98M sold.

New York Life Investment Management first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $3.62M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

New York Life Investment Management reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
New York Life Investment Management sold 69,949 Smurfit Westrock shares in Q4 2025, an estimated $2.98M.
New York Life Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
New York Life Investment Management's Smurfit Westrock position peaked at $3.62M in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.