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
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 $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

Savant Capital's SW Position: Q1 2026 in Review

Savant Capital increased its Smurfit Westrock (SW) stake by 0.12% in Q1 2026, buying an estimated $25.1K and bringing the position to 467,983 shares worth $18.6M. The position accounts for 0.09% of the portfolio, ranked #131.

Savant Capital first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $36.5M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Savant Capital held 467,983 shares of Smurfit Westrock worth $18.6M as of Q1 2026.
  • Savant Capital bought 581 Smurfit Westrock shares in Q1 2026, an estimated $25.1K.
  • Smurfit Westrock made up 0.09% of Savant Capital's portfolio in Q1 2026, its #131 holding.
  • Savant Capital first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Savant Capital's Smurfit Westrock position peaked at $36.5M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.