Northwestern Mutual Wealth Management
SW

Northwestern Mutual Wealth Management’s Smurfit Westrock SW Stock Holding History

Northwestern Mutual Wealth 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 		$1.35M Buy
29,168
+8,431
+41% +$348K ﹤0.01% 1308
2026
Q1 		$826K Buy
20,737
+8,323
+67% +$359K ﹤0.01% 1407
2025
Q4 		$480K Buy
12,414
+2,672
+27% +$102K ﹤0.01% 1550
2025
Q3 		$415K Buy
9,742
+1,086
+13% +$49.2K ﹤0.01% 1516
2025
Q2 		$373K Sell
8,656
-1,644
-16% -$70.3K ﹤0.01% 1495
2025
Q1 		$464K Buy
10,300
+1,503
+17% +$76.2K ﹤0.01% 1362
2024
Q4 		$474K Buy
8,797
+541
+7% +$27.6K ﹤0.01% 1343
2024
Q3 		$408K Buy
+8,256
New +$375K ﹤0.01% 1377

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's SW Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Smurfit Westrock (SW) stake by 41% in Q2 2026, buying an estimated $348K and bringing the position to 29,168 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Northwestern Mutual Wealth Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Northwestern Mutual Wealth Management held 29,168 shares of Smurfit Westrock worth $1.35M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 8,431 Smurfit Westrock shares in Q2 2026, an estimated $348K.
  • Smurfit Westrock made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1308 holding.
  • Northwestern Mutual Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.