Wellington Management Group
SW

Wellington Management Group’s Smurfit Westrock SW Stock Holding History

Wellington Management Group’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
Q2 		$30.7M Buy
662,595
+183,125
+38% +$7.56M 0.01% 887
2026
Q1 		$19.1M Buy
479,470
+44,077
+10% +$1.9M ﹤0.01% 1041
2025
Q4 		$16.8M Sell
435,393
-68,026
-14% -$2.59M ﹤0.01% 1102
2025
Q3 		$21.4M Sell
503,419
-84,735
-14% -$3.84M ﹤0.01% 990
2025
Q2 		$25.4M Sell
588,154
-381,775
-39% -$16.3M ﹤0.01% 883
2025
Q1 		$43.7M Buy
969,929
+269,893
+39% +$13.7M 0.01% 719
2024
Q4 		$37.7M Buy
700,036
+426,723
+156% +$21.7M 0.01% 782
2024
Q3 		$13.7M Buy
+273,313
New +$12.4M ﹤0.01% 1079

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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group's SW Position: Q2 2026 in Review

Wellington Management Group increased its Smurfit Westrock (SW) stake by 38% in Q2 2026, buying an estimated $7.56M and bringing the position to 662,595 shares worth $30.7M. The position accounts for 0.01% of the portfolio, ranked #887.

Wellington Management Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $43.7M in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wellington Management Group held 662,595 shares of Smurfit Westrock worth $30.7M as of Q2 2026.
  • Wellington Management Group bought 183,125 Smurfit Westrock shares in Q2 2026, an estimated $7.56M.
  • Smurfit Westrock made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #887 holding.
  • Wellington Management Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Wellington Management Group's Smurfit Westrock position peaked at $43.7M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.