PK
SW

Pflug Koory’s Smurfit Westrock SW Stock Holding History

Pflug Koory’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 		$291K Hold
7,292
– – 0.13% 133
2025
Q4 		$282K Sell
7,292
-300
-4% -$11.4K 0.13% 130
2025
Q3 		$323K Sell
7,592
-22
-0.3% -$996 0.15% 123
2025
Q2 		$329K Hold
7,614
– – 0.17% 121
2025
Q1 		$343K Sell
7,614
-403
-5% -$20.4K 0.19% 113
2024
Q4 		$432K Buy
8,017
+175
+2% +$8.91K 0.22% 97
2024
Q3 		$388K Buy
+7,842
New +$357K 0.19% 111

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

Pflug Koory's SW Position: Q1 2026 in Review

Pflug Koory held its Smurfit Westrock (SW) position steady in Q1 2026 at 7,292 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #133.

Pflug Koory first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $432K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Pflug Koory held 7,292 shares of Smurfit Westrock worth $291K as of Q1 2026.
  • Pflug Koory left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up 0.13% of Pflug Koory's portfolio in Q1 2026, its #133 holding.
  • Pflug Koory first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Pflug Koory's Smurfit Westrock position peaked at $432K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.