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
Q2 		$998K Buy
21,580
+11,025
+104% +$455K 0.01% 410
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 $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

Ossiam's SW Position: Q2 2026 in Review

Ossiam increased its Smurfit Westrock (SW) stake by 104% in Q2 2026, buying an estimated $455K and bringing the position to 21,580 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #410.

Ossiam first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q2 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ossiam held 21,580 shares of Smurfit Westrock worth $998K as of Q2 2026.
  • Ossiam bought 11,025 Smurfit Westrock shares in Q2 2026, an estimated $455K.
  • Smurfit Westrock made up 0.01% of Ossiam's portfolio in Q2 2026, its #410 holding.
  • Ossiam first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Ossiam's Smurfit Westrock position peaked at $2.01M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.