Rockefeller Capital Management
SW

Rockefeller Capital Management’s Smurfit Westrock SW Stock Holding History

Rockefeller Capital Management’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 		$386K Sell
9,681
-1,103
-10% -$47.6K ﹤0.01% 2126
2025
Q4 		$417K Buy
10,784
+3,071
+40% +$117K ﹤0.01% 2000
2025
Q3 		$328K Buy
+7,713
New +$349K ﹤0.01% 1970
2025
Q2 		– Sell
-16,926
Closed -$763K – 1796
2025
Q1 		$763K Buy
16,926
+1,060
+7% +$53.7K ﹤0.01% 1354
2024
Q4 		$855K Buy
15,866
+225
+1% +$11.5K ﹤0.01% 1307
2024
Q3 		$773K Buy
+15,641
New +$711K ﹤0.01% 1312

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

Rockefeller Capital Management's SW Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Smurfit Westrock (SW) stake by 10% in Q1 2026, selling an estimated $47.6K and leaving 9,681 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Rockefeller Capital Management first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $855K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Rockefeller Capital Management held 9,681 shares of Smurfit Westrock worth $386K as of Q1 2026.
  • Rockefeller Capital Management sold 1,103 Smurfit Westrock shares in Q1 2026, an estimated $47.6K.
  • Smurfit Westrock made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2126 holding.
  • Rockefeller Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • Rockefeller Capital Management's Smurfit Westrock position peaked at $855K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.