SAM
SW

Smartleaf Asset Management’s Smurfit Westrock SW Stock Holding History

Smartleaf Asset 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
Q2 		$107K Hold
2,323
– – ﹤0.01% 1145
2026
Q1 		$88.9K Sell
2,323
-409
-15% -$17.6K ﹤0.01% 1181
2025
Q4 		$106K Buy
2,732
+411
+18% +$15.7K ﹤0.01% 1155
2025
Q3 		$98K Buy
2,321
+2,243
+2,876% +$102K 0.01% 1083
2025
Q2 		$3.36K Sell
78
-262
-77% -$11.2K ﹤0.01% 2175
2025
Q1 		$15.1K Sell
340
-865
-72% -$43.9K ﹤0.01% 1747
2024
Q4 		$64.6K Sell
1,205
-51
-4% -$2.6K 0.01% 1055
2024
Q3 		$62.9K Buy
+1,256
New +$57.1K 0.01% 844

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

Smartleaf Asset Management's SW Position: Q2 2026 in Review

Smartleaf Asset Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 2,323 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Smartleaf Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Smartleaf Asset Management held 2,323 shares of Smurfit Westrock worth $107K as of Q2 2026.
  • Smartleaf Asset Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1145 holding.
  • Smartleaf Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.