P
SW

&Partners’s Smurfit Westrock SW Stock Holding History

&Partners’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 		$455K Buy
11,420
+1,813
+19% +$78.2K ﹤0.01% 1749
2025
Q4 		$373K Buy
9,607
+2,117
+28% +$80.7K ﹤0.01% 1782
2025
Q3 		$315K Buy
+7,490
New +$339K ﹤0.01% 1718
2025
Q2 		– Sell
-4,975
Closed -$221K – 2048
2025
Q1 		$221K Sell
4,975
-392
-7% -$19.9K ﹤0.01% 1578
2024
Q4 		$286K Buy
+5,367
New +$273K ﹤0.01% 1360

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

&Partners's SW Position: Q1 2026 in Review

&Partners increased its Smurfit Westrock (SW) stake by 19% in Q1 2026, buying an estimated $78.2K and bringing the position to 11,420 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

&Partners first reported a position in SW in Q4 2024 and has held it in 5 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • &Partners held 11,420 shares of Smurfit Westrock worth $455K as of Q1 2026.
  • &Partners bought 1,813 Smurfit Westrock shares in Q1 2026, an estimated $78.2K.
  • Smurfit Westrock made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1749 holding.
  • &Partners first reported a position in Smurfit Westrock in Q4 2024 and has held it in 5 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.