SIM
SW

Sentry Investment Management’s Smurfit Westrock SW Stock Holding History

Sentry Investment 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 		– Sell
-1,110
Closed -$43K – 508
2025
Q4 		$43K Hold
1,110
– – 0.03% 397
2025
Q3 		$48K Sell
1,110
-486
-30% -$22K 0.03% 369
2025
Q2 		$75K Hold
1,596
– – 0.04% 328
2025
Q1 		$63K Sell
1,596
-477
-23% -$24.2K 0.04% 327
2024
Q4 		$112K Sell
2,073
-337
-14% -$17.2K 0.05% 287
2024
Q3 		$119K Buy
+2,410
New +$110K 0.05% 305

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

Sentry Investment Management's SW Position: Q1 2026 in Review

Sentry Investment Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 1,110 shares — an estimated $43K sold.

Sentry Investment Management first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $119K in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Sentry Investment Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,110 Smurfit Westrock shares in Q1 2026, an estimated $43K.
  • Sentry Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Sentry Investment Management's Smurfit Westrock position peaked at $119K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.