O
SW

Ossiam’s Smurfit Westrock SW Stock Holding History

Ossiam’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 		$421K Buy
10,555
+4,786
+83% +$206K 0.01% 300
2025
Q4 		$223K Sell
5,769
-32,576
-85% -$1.24M ﹤0.01% 328
2025
Q3 		$1.63M Sell
38,345
-8,140
-18% -$368K 0.02% 374
2025
Q2 		$2.01M Buy
46,485
+40,364
+659% +$1.73M 0.02% 273
2025
Q1 		$276K Sell
6,121
-3,244
-35% -$164K ﹤0.01% 480
2024
Q4 		$504K Buy
9,365
+6,604
+239% +$336K 0.01% 450
2024
Q3 		$136K Buy
+2,761
New +$126K ﹤0.01% 562

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

Ossiam's SW Position: Q1 2026 in Review

Ossiam increased its Smurfit Westrock (SW) stake by 83% in Q1 2026, buying an estimated $206K and bringing the position to 10,555 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #300.

Ossiam first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ossiam held 10,555 shares of Smurfit Westrock worth $421K as of Q1 2026.
  • Ossiam bought 4,786 Smurfit Westrock shares in Q1 2026, an estimated $206K.
  • Smurfit Westrock made up 0.01% of Ossiam's portfolio in Q1 2026, its #300 holding.
  • Ossiam first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Ossiam's Smurfit Westrock position peaked at $2.01M in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.