SI
SW

Stephens Inc’s Smurfit Westrock SW Stock Holding History

Stephens Inc’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 		– Sell
-6,202
Closed -$240K – 1395
2025
Q4 		$240K Buy
6,202
+624
+11% +$23.8K ﹤0.01% 1128
2025
Q3 		$237K Buy
5,578
+511
+10% +$23.1K ﹤0.01% 1146
2025
Q2 		$219K Sell
5,067
-174
-3% -$7.44K ﹤0.01% 1141
2025
Q1 		$236K Sell
5,241
-375
-7% -$19K ﹤0.01% 1083
2024
Q4 		$302K Buy
5,616
+199
+4% +$10.1K ﹤0.01% 1012
2024
Q3 		$268K Buy
+5,417
New +$246K ﹤0.01% 1075

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stephens Inc's SW Position: Q1 2026 in Review

Stephens Inc sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 6,202 shares — an estimated $240K sold.

Stephens Inc first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $302K in Q4 2024. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Stephens Inc reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 6,202 Smurfit Westrock shares in Q1 2026, an estimated $240K.
  • Stephens Inc first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Stephens Inc's Smurfit Westrock position peaked at $302K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.