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 Q2	$1.5M	Sell	32,354 -9,694	-23%	-$400K	0.02%	465
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pinnacle Associates's SW Position: Q2 2026 in Review

Pinnacle Associates reduced its Smurfit Westrock (SW) stake by 23% in Q2 2026, selling an estimated $400K and leaving 32,354 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #465.

Pinnacle Associates first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Pinnacle Associates held 32,354 shares of Smurfit Westrock worth $1.5M as of Q2 2026.
Pinnacle Associates sold 9,694 Smurfit Westrock shares in Q2 2026, an estimated $400K.
Smurfit Westrock made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #465 holding.
Pinnacle Associates first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Pinnacle Associates's Smurfit Westrock position peaked at $2.4M in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.