Wells Fargo
SW

Wells Fargo’s Smurfit Westrock SW Stock Holding History

Wells Fargo’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 		$15.1M Buy
378,594
+172,308
+84% +$7.43M ﹤0.01% 1713
2025
Q4 		$7.98M Sell
206,286
-35,212
-15% -$1.34M ﹤0.01% 2244
2025
Q3 		$10.3M Buy
241,498
+61,635
+34% +$2.79M ﹤0.01% 1974
2025
Q2 		$7.76M Sell
179,863
-72,150
-29% -$3.09M ﹤0.01% 2122
2025
Q1 		$11.4M Buy
252,013
+4,049
+2% +$205K ﹤0.01% 1763
2024
Q4 		$13.4M Buy
247,964
+2,203
+0.9% +$112K ﹤0.01% 1640
2024
Q3 		$12.1M Buy
+245,761
New +$11.2M ﹤0.01% 1666

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

Wells Fargo's SW Position: Q1 2026 in Review

Wells Fargo increased its Smurfit Westrock (SW) stake by 84% in Q1 2026, buying an estimated $7.43M and bringing the position to 378,594 shares worth $15.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Wells Fargo first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Wells Fargo held 378,594 shares of Smurfit Westrock worth $15.1M as of Q1 2026.
  • Wells Fargo bought 172,308 Smurfit Westrock shares in Q1 2026, an estimated $7.43M.
  • Smurfit Westrock made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1713 holding.
  • Wells Fargo first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.