Private Management Group
SW icon

Private Management Group’s Smurfit Westrock SW Stock Holding History

Private Management Group’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 		$7.27M Sell
157,249
-2,664
-2% -$110K 0.19% 133
2026
Q1 		$6.37M Sell
159,913
-3,092
-2% -$133K 0.18% 137
2025
Q4 		$6.3M Sell
163,005
-930
-0.6% -$35.5K 0.18% 131
2025
Q3 		$6.98M Sell
163,935
-1,816
-1% -$82.2K 0.21% 121
2025
Q2 		$7.15M Sell
165,751
-6,678
-4% -$286K 0.23% 115
2025
Q1 		$7.77M Sell
172,429
-11,174
-6% -$567K 0.28% 110
2024
Q4 		$9.89M Sell
183,603
-6,699
-4% -$341K 0.36% 105
2024
Q3 		$9.4M Buy
+190,302
New +$8.65M 0.33% 106

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 $3.38T AUM 44.17% 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
Causeway Capital Management
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

Private Management Group's SW Position: Q2 2026 in Review

Private Management Group reduced its Smurfit Westrock (SW) stake by 1.7% in Q2 2026, selling an estimated $110K and leaving 157,249 shares worth $7.27M. The position accounts for 0.19% of the portfolio, ranked #133.

Private Management Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.89M in Q4 2024. 641 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Private Management Group held 157,249 shares of Smurfit Westrock worth $7.27M as of Q2 2026.
  • Private Management Group sold 2,664 Smurfit Westrock shares in Q2 2026, an estimated $110K.
  • Smurfit Westrock made up 0.19% of Private Management Group's portfolio in Q2 2026, its #133 holding.
  • Private Management Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Private Management Group's Smurfit Westrock position peaked at $9.89M in Q4 2024.
  • 641 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.