RhumbLine Advisers
SW

RhumbLine Advisers’s Smurfit Westrock SW Stock Holding History

RhumbLine Advisers’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 		$43.3M Buy
936,821
+5,999
+0.6% +$248K 0.03% 434
2026
Q1 		$37.1M Sell
930,822
-19,968
-2% -$861K 0.03% 461
2025
Q4 		$36.8M Buy
950,790
+8,545
+0.9% +$326K 0.03% 471
2025
Q3 		$40.1M Buy
942,245
+14,985
+2% +$678K 0.03% 451
2025
Q2 		$40M Buy
927,260
+9,161
+1% +$392K 0.03% 429
2025
Q1 		$41.4M Buy
918,099
+49,666
+6% +$2.52M 0.04% 400
2024
Q4 		$46.8M Buy
868,433
+7,474
+0.9% +$381K 0.04% 353
2024
Q3 		$42.5M Buy
+860,959
New +$39.2M 0.04% 391

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 $3.37T AUM 44.26% 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
CCM
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

RhumbLine Advisers's SW Position: Q2 2026 in Review

RhumbLine Advisers increased its Smurfit Westrock (SW) stake by 0.64% in Q2 2026, buying an estimated $248K and bringing the position to 936,821 shares worth $43.3M. The position accounts for 0.03% of the portfolio, ranked #434.

RhumbLine Advisers first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.8M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • RhumbLine Advisers held 936,821 shares of Smurfit Westrock worth $43.3M as of Q2 2026.
  • RhumbLine Advisers bought 5,999 Smurfit Westrock shares in Q2 2026, an estimated $248K.
  • Smurfit Westrock made up 0.03% of RhumbLine Advisers's portfolio in Q2 2026, its #434 holding.
  • RhumbLine Advisers first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • RhumbLine Advisers's Smurfit Westrock position peaked at $46.8M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.