O'Shaughnessy Asset Management’s Smurfit Westrock SW Stock Holding History

O'Shaughnessy Asset 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	$527K	Sell	11,391 -18,053	-61%	-$746K	﹤0.01%	1577
2026 Q1	$1.17M	Buy	29,444 +21,111	+253%	+$911K	0.01%	1102
2025 Q4	$322K	Sell	8,333 -8,140	-49%	-$310K	﹤0.01%	1732
2025 Q3	$701K	Buy	16,473 +4,176	+34%	+$189K	﹤0.01%	1302
2025 Q2	$531K	Buy	12,297 +1,397	+13%	+$59.8K	﹤0.01%	1347
2025 Q1	$491K	Sell	10,900 -4,574	-30%	-$232K	﹤0.01%	1329
2024 Q4	$833K	Sell	15,474 -7,243	-32%	-$369K	0.01%	1040
2024 Q3	$1.03M	Buy	+22,717	New	+$1.03M	0.01%	889

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

O'Shaughnessy Asset Management's SW Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Smurfit Westrock (SW) stake by 61% in Q2 2026, selling an estimated $746K and leaving 11,391 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

O'Shaughnessy Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

O'Shaughnessy Asset Management held 11,391 shares of Smurfit Westrock worth $527K as of Q2 2026.
O'Shaughnessy Asset Management sold 18,053 Smurfit Westrock shares in Q2 2026, an estimated $746K.
Smurfit Westrock made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1577 holding.
O'Shaughnessy Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's Smurfit Westrock position peaked at $1.17M in Q1 2026.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.