SMDAM
SW

Sumitomo Mitsui DS Asset Management’s Smurfit Westrock SW Stock Holding History

Sumitomo Mitsui DS 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
Q2 		$5M Buy
108,074
+3,305
+3% +$136K 0.03% 346
2026
Q1 		$4.18M Buy
104,769
+6,749
+7% +$291K 0.03% 351
2025
Q4 		$3.79M Buy
98,020
+36,137
+58% +$1.38M 0.03% 376
2025
Q3 		$2.63M Buy
61,883
+1,289
+2% +$58.3K 0.02% 451
2025
Q2 		$2.61M Buy
60,594
+1,233
+2% +$52.8K 0.02% 435
2025
Q1 		$2.67M Buy
59,361
+1,136
+2% +$57.6K 0.03% 425
2024
Q4 		$3.14M Buy
58,225
+1,117
+2% +$56.9K 0.03% 386
2024
Q3 		$2.82M Buy
+57,108
New +$2.6M 0.03% 400

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 $3.38T AUM 44.17% 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
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

Sumitomo Mitsui DS Asset Management's SW Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Smurfit Westrock (SW) stake by 3.2% in Q2 2026, buying an estimated $136K and bringing the position to 108,074 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #346.

Sumitomo Mitsui DS Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 108,074 shares of Smurfit Westrock worth $5M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 3,305 Smurfit Westrock shares in Q2 2026, an estimated $136K.
  • Smurfit Westrock made up 0.03% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #346 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.