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
Q2 		$339K Buy
7,325
+3,332
+83% +$138K 0.02% 438
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 $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

Ostrum Asset Management's SW Position: Q2 2026 in Review

Ostrum Asset Management increased its Smurfit Westrock (SW) stake by 83% in Q2 2026, buying an estimated $138K and bringing the position to 7,325 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #438.

Ostrum Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ostrum Asset Management held 7,325 shares of Smurfit Westrock worth $339K as of Q2 2026.
  • Ostrum Asset Management bought 3,332 Smurfit Westrock shares in Q2 2026, an estimated $138K.
  • Smurfit Westrock made up 0.02% of Ostrum Asset Management's portfolio in Q2 2026, its #438 holding.
  • Ostrum Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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