State Street
SW

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
Q2 		$1.3B Buy
28,063,403
+2,804,559
+11% +$116M 0.04% 352
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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street's SW Position: Q2 2026 in Review

State Street increased its Smurfit Westrock (SW) stake by 11% in Q2 2026, buying an estimated $116M and bringing the position to 28,063,403 shares worth $1.3B. The position accounts for 0.04% of the portfolio, ranked #352.

State Street 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.

  • State Street held 28,063,403 shares of Smurfit Westrock worth $1.3B as of Q2 2026.
  • State Street bought 2,804,559 Smurfit Westrock shares in Q2 2026, an estimated $116M.
  • Smurfit Westrock made up 0.04% of State Street's portfolio in Q2 2026, its #352 holding.
  • State Street 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 State Street's 13F filing for Q2 2026, filed 7 Aug 2026.