RG
SW

Rathbones Group’s Smurfit Westrock SW Stock Holding History

Rathbones 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
Q1 		$2.79M Sell
70,007
-7,503
-10% -$324K 0.01% 270
2025
Q4 		$3M Sell
77,510
-5,140
-6% -$196K 0.01% 266
2025
Q3 		$3.47M Sell
82,650
-5,730
-6% -$259K 0.01% 247
2025
Q2 		$3.81M Sell
88,380
-14,015
-14% -$600K 0.02% 236
2025
Q1 		$4.57M Sell
102,395
-1,707
-2% -$86.6K 0.02% 204
2024
Q4 		$5.63M Sell
104,102
-8,988
-8% -$458K 0.03% 188
2024
Q3 		$5.67M Buy
+113,090
New +$5.14M 0.03% 185

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

Rathbones Group's SW Position: Q1 2026 in Review

Rathbones Group reduced its Smurfit Westrock (SW) stake by 9.7% in Q1 2026, selling an estimated $324K and leaving 70,007 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #270.

Rathbones Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.67M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Rathbones Group held 70,007 shares of Smurfit Westrock worth $2.79M as of Q1 2026.
  • Rathbones Group sold 7,503 Smurfit Westrock shares in Q1 2026, an estimated $324K.
  • Smurfit Westrock made up 0.01% of Rathbones Group's portfolio in Q1 2026, its #270 holding.
  • Rathbones Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Rathbones Group's Smurfit Westrock position peaked at $5.67M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.