WI
SW

Wahed Invest’s Smurfit Westrock SW Stock Holding History

Wahed Invest’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 		$541K Sell
13,575
-146
-1% -$6.3K 0.07% 165
2025
Q4 		$531K Buy
13,721
+221
+2% +$8.43K 0.07% 161
2025
Q3 		$575K Buy
+13,500
New +$611K 0.08% 159

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

Wahed Invest's SW Position: Q1 2026 in Review

Wahed Invest reduced its Smurfit Westrock (SW) stake by 1.1% in Q1 2026, selling an estimated $6.3K and leaving 13,575 shares worth $541K. The position accounts for 0.07% of the portfolio, ranked #165.

Wahed Invest first reported a position in SW in Q3 2025 and has held it in 3 quarters since. The position peaked at $575K in Q3 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Wahed Invest held 13,575 shares of Smurfit Westrock worth $541K as of Q1 2026.
  • Wahed Invest sold 146 Smurfit Westrock shares in Q1 2026, an estimated $6.3K.
  • Smurfit Westrock made up 0.07% of Wahed Invest's portfolio in Q1 2026, its #165 holding.
  • Wahed Invest first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • Wahed Invest's Smurfit Westrock position peaked at $575K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.