OAM
SW

Ostrum Asset Management’s Smurfit Westrock SW Stock Holding History

Ostrum 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
Q1 		$159K Buy
3,993
+59
+1% +$2.54K 0.01% 533
2025
Q4 		$152K Sell
3,934
-1,304
-25% -$49.7K 0.01% 490
2025
Q3 		$223K Sell
5,238
-162
-3% -$7.33K 0.01% 480
2025
Q2 		$233K Sell
5,400
-155
-3% -$6.63K 0.01% 480
2025
Q1 		$250K Sell
5,555
-148
-3% -$7.5K 0.01% 479
2024
Q4 		$307K Sell
5,703
-236
-4% -$12K 0.03% 458
2024
Q3 		$294K Buy
+5,939
New +$270K 0.02% 455

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

Ostrum Asset Management's SW Position: Q1 2026 in Review

Ostrum Asset Management increased its Smurfit Westrock (SW) stake by 1.5% in Q1 2026, buying an estimated $2.54K and bringing the position to 3,993 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #533.

Ostrum Asset Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $307K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ostrum Asset Management held 3,993 shares of Smurfit Westrock worth $159K as of Q1 2026.
  • Ostrum Asset Management bought 59 Smurfit Westrock shares in Q1 2026, an estimated $2.54K.
  • Smurfit Westrock made up 0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #533 holding.
  • Ostrum Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Ostrum Asset Management's Smurfit Westrock position peaked at $307K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.