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 Q2	$3.98K	Hold	86	–	–	﹤0.01%	1292
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 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 $3.38T AUM 44.17% 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

North Star Investment Management's SW Position: Q2 2026 in Review

North Star Investment Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 86 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

North Star Investment Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.04K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

North Star Investment Management held 86 shares of Smurfit Westrock worth $3.98K as of Q2 2026.
North Star Investment Management left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1292 holding.
North Star Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
North Star Investment Management's Smurfit Westrock position peaked at $4.04K in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.