WAM
SW

Weiss Asset Management’s Smurfit Westrock SW Stock Holding History

Weiss Asset Management’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
-526,730
Closed -$20.4M – 828
2025
Q4 		$20.4M Buy
+526,730
New +$20.1M 0.27% 75
2025
Q3 		– Sell
-56,693
Closed -$2.45M – 812
2025
Q2 		$2.45M Buy
+56,693
New +$2.43M 0.03% 230
2024
Q4 		– Sell
-34,269
Closed -$1.69M – 918
2024
Q3 		$1.69M Buy
+34,269
New +$1.56M 0.04% 352

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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 $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Weiss Asset Management's SW Position: Q1 2026 in Review

Weiss Asset Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 526,730 shares — an estimated $20.4M sold.

Weiss Asset Management first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $20.4M in Q4 2025. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Weiss Asset Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 526,730 Smurfit Westrock shares in Q1 2026, an estimated $20.4M.
  • Weiss Asset Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Weiss Asset Management's Smurfit Westrock position peaked at $20.4M in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.