SI
SW

Sapience Investments’s Smurfit Westrock SW Stock Holding History

Sapience Investments’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 		$12.7K Sell
318
-16,783
-98% -$724K 1.64% 20
2025
Q4 		$661K Buy
17,101
+5,310
+45% +$202K 2.5% 9
2025
Q3 		$502K Sell
11,791
-20
-0.2% -$905 1.97% 32
2025
Q2 		$510K Sell
11,811
-3
-0% -$128 0.34% 74
2025
Q1 		$532K Buy
11,814
+2,640
+29% +$134K 0.38% 70
2024
Q4 		$494K Sell
9,174
-4,282
-32% -$218K 0.29% 77
2024
Q3 		$665K Buy
+13,456
New +$612K 0.33% 78

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

Sapience Investments's SW Position: Q1 2026 in Review

Sapience Investments reduced its Smurfit Westrock (SW) stake by 98% in Q1 2026, selling an estimated $724K and leaving 318 shares worth $12.7K. The position accounts for 1.64% of the portfolio, ranked #20.

Sapience Investments first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $665K in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Sapience Investments held 318 shares of Smurfit Westrock worth $12.7K as of Q1 2026.
  • Sapience Investments sold 16,783 Smurfit Westrock shares in Q1 2026, an estimated $724K.
  • Smurfit Westrock made up 1.64% of Sapience Investments's portfolio in Q1 2026, its #20 holding.
  • Sapience Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Sapience Investments's Smurfit Westrock position peaked at $665K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Sapience Investments's 13F filing for Q1 2026, filed 15 May 2026.