Sumitomo Mitsui Trust Group’s Smurfit Westrock SW Stock Holding History

Sumitomo Mitsui Trust Group’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	$52.7M	Sell	1,139,192 -40,645	-3%	-$1.68M	0.03%	443
2026 Q1	$47M	Buy	1,179,837 +39,013	+3%	+$1.68M	0.03%	454
2025 Q4	$44.1M	Sell	1,140,824 -68,929	-6%	-$2.63M	0.03%	505
2025 Q3	$51.5M	Buy	1,209,753 +160,796	+15%	+$7.28M	0.03%	464
2025 Q2	$45.3M	Buy	1,048,957 +1,835	+0.2%	+$78.5K	0.03%	476
2025 Q1	$47.2M	Sell	1,047,122 -12,079	-1%	-$612K	0.03%	454
2024 Q4	$57M	Buy	1,059,201 +18,536	+2%	+$944K	0.04%	417
2024 Q3	$51.4M	Buy	+1,040,665	New	+$47.3M	0.04%	444

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SW Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Smurfit Westrock (SW) stake by 3.4% in Q2 2026, selling an estimated $1.68M and leaving 1,139,192 shares worth $52.7M. The position accounts for 0.03% of the portfolio, ranked #443.

Sumitomo Mitsui Trust Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $57M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Sumitomo Mitsui Trust Group held 1,139,192 shares of Smurfit Westrock worth $52.7M as of Q2 2026.
Sumitomo Mitsui Trust Group sold 40,645 Smurfit Westrock shares in Q2 2026, an estimated $1.68M.
Smurfit Westrock made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #443 holding.
Sumitomo Mitsui Trust Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Sumitomo Mitsui Trust Group's Smurfit Westrock position peaked at $57M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.