Sumitomo Mitsui Trust Group
SW icon

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
Q3 		$52.6M Buy
1,193,682
+54,490
+5% +$2.52M 0.03% 424
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% 445

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hudson Edge Investment Partners
Hudson Edge Investment Partners Jersey City, New Jersey $728M AUM 12.65% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SW Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Smurfit Westrock (SW) stake by 4.8% in Q3 2026, buying an estimated $2.52M and bringing the position to 1,193,682 shares worth $52.6M. The position accounts for 0.03% of the portfolio, ranked #424.

Sumitomo Mitsui Trust Group first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $57M in Q4 2024. 209 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 1,193,682 shares of Smurfit Westrock worth $52.6M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 54,490 Smurfit Westrock shares in Q3 2026, an estimated $2.52M.
  • Smurfit Westrock made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #424 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • Sumitomo Mitsui Trust Group's Smurfit Westrock position peaked at $57M in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.