Oakworth Capital’s Smurfit Westrock SW Stock Holding History

Oakworth Capital’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	$46.3K	Hold	1,000	–	–	﹤0.01%	476
2026 Q1	$39.9K	Hold	1,000	–	–	﹤0.01%	477
2025 Q4	$38.7K	Sell	1,000 -1,187	-54%	-$45.3K	﹤0.01%	469
2025 Q3	$93.1K	Buy	2,187 +1,185	+118%	+$53.6K	0.01%	353
2025 Q2	$43.2K	Sell	1,002 -37	-4%	-$1.58K	﹤0.01%	366
2025 Q1	$46.8K	Buy	1,039 +37	+4%	+$1.88K	﹤0.01%	362
2024 Q4	$54K	Sell	1,002 -1,050	-51%	-$53.5K	﹤0.01%	353
2024 Q3	$101K	Buy	+2,052	New	+$93.3K	0.01%	280

Other funds holding SW

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $869M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oakworth Capital's SW Position: Q2 2026 in Review

Oakworth Capital held its Smurfit Westrock (SW) position steady in Q2 2026 at 1,000 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Oakworth Capital first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $101K in Q3 2024. 233 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Oakworth Capital held 1,000 shares of Smurfit Westrock worth $46.3K as of Q2 2026.
Oakworth Capital left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #476 holding.
Oakworth Capital first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Oakworth Capital's Smurfit Westrock position peaked at $101K in Q3 2024.
233 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.