NSIM
SW

North Star Investment Management’s Smurfit Westrock SW Stock Holding History

North Star 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
2026
Q1 		$3.43K Hold
86
– – ﹤0.01% 1295
2025
Q4 		$3.33K Buy
86
+13
+18% +$496 ﹤0.01% 1206
2025
Q3 		$3.11K Hold
73
– – ﹤0.01% 1080
2025
Q2 		$3.15K Hold
73
– – ﹤0.01% 1063
2025
Q1 		$3.29K Sell
73
-2
-3% -$101 ﹤0.01% 1038
2024
Q4 		$4.04K Hold
75
– – ﹤0.01% 1036
2024
Q3 		$3.71K Buy
+75
New +$3.41K ﹤0.01% 1015

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

North Star Investment Management's SW Position: Q1 2026 in Review

North Star Investment Management held its Smurfit Westrock (SW) position steady in Q1 2026 at 86 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

North Star Investment Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.04K in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • North Star Investment Management held 86 shares of Smurfit Westrock worth $3.43K as of Q1 2026.
  • North Star Investment Management left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1295 holding.
  • North Star Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • North Star Investment Management's Smurfit Westrock position peaked at $4.04K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.