Optima Capital’s Smurfit Westrock SW Stock Holding History

Optima 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 Q1	–	Sell	-360	Closed	-$13.9K	–	1369
2025 Q4	$13.9K	Buy	+360	New	+$13.7K	0.01%	479

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 $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Optima Capital's SW Position: Q1 2026 in Review

Optima Capital sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 360 shares — an estimated $13.9K sold.

Optima Capital first reported a position in SW in Q4 2025 and held it in 1 quarter. The position peaked at $13.9K in Q4 2025. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

Optima Capital reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 360 Smurfit Westrock shares in Q1 2026, an estimated $13.9K.
Optima Capital first reported a position in Smurfit Westrock in Q4 2025 and held it in 1 quarter.
Optima Capital's Smurfit Westrock position peaked at $13.9K in Q4 2025.
615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.