OTL
SW

Oak Thistle LLC’s Smurfit Westrock SW Stock Holding History

Oak Thistle LLC’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 		– Sell
-5,429
Closed -$216K – 658
2026
Q1 		$216K Buy
+5,429
New +$234K 0.02% 440
2025
Q4 		– Sell
-15,999
Closed -$681K – 674
2025
Q3 		$681K Buy
+15,999
New +$724K 0.1% 328

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 $3.37T AUM 44.26% 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

Oak Thistle LLC's SW Position: Q2 2026 in Review

Oak Thistle LLC sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 5,429 shares — an estimated $216K sold.

Oak Thistle LLC first reported a position in SW in Q3 2025 and held it in 2 quarters. The position peaked at $681K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Oak Thistle LLC reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 5,429 Smurfit Westrock shares in Q2 2026, an estimated $216K.
  • Oak Thistle LLC first reported a position in Smurfit Westrock in Q3 2025 and held it in 2 quarters.
  • Oak Thistle LLC's Smurfit Westrock position peaked at $681K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.