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
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 $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

Northwestern Mutual Wealth Management's SW Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Smurfit Westrock (SW) stake by 67% in Q1 2026, buying an estimated $359K and bringing the position to 20,737 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Northwestern Mutual Wealth Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Northwestern Mutual Wealth Management held 20,737 shares of Smurfit Westrock worth $826K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 8,323 Smurfit Westrock shares in Q1 2026, an estimated $359K.
  • Smurfit Westrock made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1407 holding.
  • Northwestern Mutual Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.