Simplex Trading
SW

Simplex Trading’s Smurfit Westrock SW Stock Holding History

Simplex Trading’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
2025
Q3 		– Sell
-1,263
Closed -$57.2K – 10297
2025
Q2 		$54K Sell
1,263
-1,712
-58% -$73.2K ﹤0.01% 5859
2025
Q1 		$134K Sell
2,975
-286
-9% -$14.5K ﹤0.01% 4753
2024
Q4 		$175K Buy
3,261
+827
+34% +$42.1K ﹤0.01% 4649
2024
Q3 		$120K Buy
+2,434
New +$111K ﹤0.01% 5050

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

Simplex Trading's SW Position: Q3 2025 in Review

Simplex Trading sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 1,263 shares — an estimated $57.2K sold.

Simplex Trading first reported a position in SW in Q3 2024 and held it in 4 quarters. The position peaked at $175K in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Simplex Trading reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 1,263 Smurfit Westrock shares in Q3 2025, an estimated $57.2K.
  • Simplex Trading first reported a position in Smurfit Westrock in Q3 2024 and held it in 4 quarters.
  • Simplex Trading's Smurfit Westrock position peaked at $175K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.