SC
SW

Savant Capital’s Smurfit Westrock SW Stock Holding History

Savant Capital’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 		$33.4M Buy
785,695
+317,712
+68% +$13.1M 0.1% 141
2026
Q1 		$18.6M Buy
467,983
+581
+0.1% +$25.1K 0.09% 131
2025
Q4 		$18.1M Sell
467,402
-71,696
-13% -$2.73M 0.1% 128
2025
Q3 		$22.9M Sell
539,098
-279
-0.1% -$12.6K 0.14% 102
2025
Q2 		$23.3M Sell
539,377
-230,302
-30% -$9.85M 0.17% 89
2025
Q1 		$34.7M Buy
769,679
+91,235
+13% +$4.63M 0.29% 58
2024
Q4 		$36.5M Buy
678,444
+183,250
+37% +$9.33M 0.29% 61
2024
Q3 		$24.5M Buy
+495,194
New +$22.5M 0.2% 82

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

Savant Capital's SW Position: Q2 2026 in Review

Savant Capital increased its Smurfit Westrock (SW) stake by 68% in Q2 2026, buying an estimated $13.1M and bringing the position to 785,695 shares worth $33.4M. The position accounts for 0.1% of the portfolio, ranked #141.

Savant Capital first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.5M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Savant Capital held 785,695 shares of Smurfit Westrock worth $33.4M as of Q2 2026.
  • Savant Capital bought 317,712 Smurfit Westrock shares in Q2 2026, an estimated $13.1M.
  • Smurfit Westrock made up 0.1% of Savant Capital's portfolio in Q2 2026, its #141 holding.
  • Savant Capital first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Savant Capital's Smurfit Westrock position peaked at $36.5M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.