SFI
SW

Siemens Fonds Invest’s Smurfit Westrock SW Stock Holding History

Siemens Fonds Invest’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 		$147K Hold
3,181
– – 0.01% 504
2026
Q1 		$94.4K Hold
3,181
– – 0.01% 530
2025
Q4 		$91.6K Hold
3,181
– – ﹤0.01% 530
2025
Q3 		$99.1K Sell
3,181
-35
-1% -$1.58K 0.01% 531
2025
Q2 		$139K Sell
3,216
-2,482
-44% -$106K 0.01% 509
2025
Q1 		$255K Buy
+5,698
New +$289K 0.02% 389

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 $3.38T AUM 44.17% 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

Siemens Fonds Invest's SW Position: Q2 2026 in Review

Siemens Fonds Invest held its Smurfit Westrock (SW) position steady in Q2 2026 at 3,181 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #504.

Siemens Fonds Invest first reported a position in SW in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q1 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Siemens Fonds Invest held 3,181 shares of Smurfit Westrock worth $147K as of Q2 2026.
  • Siemens Fonds Invest left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.01% of Siemens Fonds Invest's portfolio in Q2 2026, its #504 holding.
  • Siemens Fonds Invest first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • Siemens Fonds Invest's Smurfit Westrock position peaked at $255K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.