WBI Investments’s Smurfit Westrock SW Stock Holding History

WBI Investments’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	–	Sell	-15,958	Closed	-$617K	–	427
2025 Q4	$617K	Buy	+15,958	New	+$608K	0.16%	176

Other funds holding SW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WBI Investments's SW Position: Q1 2026 in Review

WBI Investments sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 15,958 shares — an estimated $617K sold.

WBI Investments first reported a position in SW in Q4 2025 and held it in 1 quarter. The position peaked at $617K in Q4 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

WBI Investments reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 15,958 Smurfit Westrock shares in Q1 2026, an estimated $617K.
WBI Investments first reported a position in Smurfit Westrock in Q4 2025 and held it in 1 quarter.
WBI Investments's Smurfit Westrock position peaked at $617K in Q4 2025.
612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.