Sumitomo Mitsui Trust Group
SW

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
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
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

Sumitomo Mitsui Trust Group's SW Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Smurfit Westrock (SW) stake by 3.4% in Q1 2026, buying an estimated $1.68M and bringing the position to 1,179,837 shares worth $47M. The position accounts for 0.03% of the portfolio, ranked #454.

Sumitomo Mitsui Trust Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $57M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,179,837 shares of Smurfit Westrock worth $47M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 39,013 Smurfit Westrock shares in Q1 2026, an estimated $1.68M.
  • Smurfit Westrock made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #454 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Sumitomo Mitsui Trust Group's Smurfit Westrock position peaked at $57M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.