STA
SW

Summit Trail Advisors’s Smurfit Westrock SW Stock Holding History

Summit Trail Advisors’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 		$792K Buy
19,876
+1,680
+9% +$72.5K 0.01% 1015
2025
Q4 		$704K Buy
18,196
+3,574
+24% +$136K 0.01% 977
2025
Q3 		$622K Buy
14,622
+8,648
+145% +$391K 0.01% 1013
2025
Q2 		$258K Buy
+5,974
New +$256K ﹤0.01% 978

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

Summit Trail Advisors's SW Position: Q1 2026 in Review

Summit Trail Advisors increased its Smurfit Westrock (SW) stake by 9.2% in Q1 2026, buying an estimated $72.5K and bringing the position to 19,876 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #1015.

Summit Trail Advisors first reported a position in SW in Q2 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Summit Trail Advisors held 19,876 shares of Smurfit Westrock worth $792K as of Q1 2026.
  • Summit Trail Advisors bought 1,680 Smurfit Westrock shares in Q1 2026, an estimated $72.5K.
  • Smurfit Westrock made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1015 holding.
  • Summit Trail Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.