SCM
SW

Sterling Capital Management’s Smurfit Westrock SW Stock Holding History

Sterling Capital 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 		$1.23M Sell
30,801
-16,296
-35% -$703K 0.02% 439
2025
Q4 		$1.82M Buy
47,097
+8,229
+21% +$314K 0.03% 428
2025
Q3 		$1.65M Sell
38,868
-4,598
-11% -$208K 0.02% 457
2025
Q2 		$1.88M Buy
43,466
+14,723
+51% +$630K 0.03% 411
2025
Q1 		$1.3M Sell
28,743
-5,995
-17% -$304K 0.02% 515
2024
Q4 		$1.87M Buy
34,738
+10,312
+42% +$525K 0.03% 436
2024
Q3 		$1.21M Buy
+24,426
New +$1.11M 0.02% 533

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

Sterling Capital Management's SW Position: Q1 2026 in Review

Sterling Capital Management reduced its Smurfit Westrock (SW) stake by 35% in Q1 2026, selling an estimated $703K and leaving 30,801 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #439.

Sterling Capital Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Sterling Capital Management held 30,801 shares of Smurfit Westrock worth $1.23M as of Q1 2026.
  • Sterling Capital Management sold 16,296 Smurfit Westrock shares in Q1 2026, an estimated $703K.
  • Smurfit Westrock made up 0.02% of Sterling Capital Management's portfolio in Q1 2026, its #439 holding.
  • Sterling Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Smurfit Westrock position peaked at $1.88M in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.