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
Q2 		$565K Buy
12,278
+858
+8% +$35.4K ﹤0.01% 1769
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 $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

&Partners's SW Position: Q2 2026 in Review

&Partners increased its Smurfit Westrock (SW) stake by 7.5% in Q2 2026, buying an estimated $35.4K and bringing the position to 12,278 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

&Partners first reported a position in SW in Q4 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • &Partners held 12,278 shares of Smurfit Westrock worth $565K as of Q2 2026.
  • &Partners bought 858 Smurfit Westrock shares in Q2 2026, an estimated $35.4K.
  • Smurfit Westrock made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1769 holding.
  • &Partners first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.