Treasurer of the State of North Carolina
SW

Treasurer of the State of North Carolina’s Smurfit Westrock SW Stock Holding History

Treasurer of the State of North Carolina’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 		$8.89M Buy
223,040
+4,751
+2% +$205K 0.03% 456
2025
Q4 		$8.44M Sell
218,289
-15,947
-7% -$608K 0.03% 472
2025
Q3 		$9.97M Sell
234,236
-9,133
-4% -$413K 0.03% 449
2025
Q2 		$10.5M Buy
243,369
+6,814
+3% +$292K 0.03% 433
2025
Q1 		$10.7M Buy
236,555
+3,110
+1% +$158K 0.04% 379
2024
Q4 		$12.6M Buy
233,445
+7,550
+3% +$385K 0.05% 346
2024
Q3 		$11.2M Buy
+225,895
New +$10.3M 0.04% 381

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $1.88T AUM 44.46% 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

Treasurer of the State of North Carolina's SW Position: Q1 2026 in Review

Treasurer of the State of North Carolina increased its Smurfit Westrock (SW) stake by 2.2% in Q1 2026, buying an estimated $205K and bringing the position to 223,040 shares worth $8.89M. The position accounts for 0.03% of the portfolio, ranked #456.

Treasurer of the State of North Carolina first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2024. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Treasurer of the State of North Carolina held 223,040 shares of Smurfit Westrock worth $8.89M as of Q1 2026.
  • Treasurer of the State of North Carolina bought 4,751 Smurfit Westrock shares in Q1 2026, an estimated $205K.
  • Smurfit Westrock made up 0.03% of Treasurer of the State of North Carolina's portfolio in Q1 2026, its #456 holding.
  • Treasurer of the State of North Carolina first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Treasurer of the State of North Carolina's Smurfit Westrock position peaked at $12.6M in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Treasurer of the State of North Carolina's 13F filing for Q1 2026, filed 14 May 2026.