State Street

State Street’s Smurfit Westrock SW Stock Holding History

State Street’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	$1.01B	Buy	25,258,844 +606,712	+2%	+$26.2M	0.03%	396
2025 Q4	$953M	Buy	24,652,132 +845,218	+4%	+$32.2M	0.03%	402
2025 Q3	$1.01B	Buy	23,806,914 +3,027,125	+15%	+$137M	0.04%	400
2025 Q2	$897M	Buy	20,779,789 +339,787	+2%	+$14.5M	0.03%	410
2025 Q1	$921M	Buy	20,440,002 +896,095	+5%	+$45.4M	0.04%	385
2024 Q4	$1.05B	Sell	19,543,907 -34,856	-0.2%	-$1.78M	0.04%	363
2024 Q3	$968M	Buy	+19,578,763	New	+$890M	0.04%	379

Other funds holding SW

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return