PA
SW

Pinnacle Associates’s Smurfit Westrock SW Stock Holding History

Pinnacle Associates’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 		$1.68M Sell
42,048
-590
-1% -$25.4K 0.02% 427
2025
Q4 		$1.65M Buy
42,638
+4,100
+11% +$156K 0.02% 430
2025
Q3 		$1.64M Sell
38,538
-756
-2% -$34.2K 0.02% 426
2025
Q2 		$1.7M Sell
39,294
-4,946
-11% -$212K 0.02% 402
2025
Q1 		$1.99M Sell
44,240
-299
-0.7% -$15.2K 0.03% 376
2024
Q4 		$2.4M Buy
+44,539
New +$2.27M 0.03% 349

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

Pinnacle Associates's SW Position: Q1 2026 in Review

Pinnacle Associates reduced its Smurfit Westrock (SW) stake by 1.4% in Q1 2026, selling an estimated $25.4K and leaving 42,048 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #427.

Pinnacle Associates first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Pinnacle Associates held 42,048 shares of Smurfit Westrock worth $1.68M as of Q1 2026.
  • Pinnacle Associates sold 590 Smurfit Westrock shares in Q1 2026, an estimated $25.4K.
  • Smurfit Westrock made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #427 holding.
  • Pinnacle Associates first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Pinnacle Associates's Smurfit Westrock position peaked at $2.4M in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.