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
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 $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

Smartleaf Asset Management's SW Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Smurfit Westrock (SW) stake by 15% in Q1 2026, selling an estimated $17.6K and leaving 2,323 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Smartleaf Asset Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $106K in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Smartleaf Asset Management held 2,323 shares of Smurfit Westrock worth $88.9K as of Q1 2026.
  • Smartleaf Asset Management sold 409 Smurfit Westrock shares in Q1 2026, an estimated $17.6K.
  • Smurfit Westrock made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1181 holding.
  • Smartleaf Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Smartleaf Asset Management's Smurfit Westrock position peaked at $106K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.