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
Q2 		$25.3M Buy
547,539
+168,945
+45% +$6.98M ﹤0.01% 1460
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 $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

Wells Fargo's SW Position: Q2 2026 in Review

Wells Fargo increased its Smurfit Westrock (SW) stake by 45% in Q2 2026, buying an estimated $6.98M and bringing the position to 547,539 shares worth $25.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Wells Fargo first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wells Fargo held 547,539 shares of Smurfit Westrock worth $25.3M as of Q2 2026.
  • Wells Fargo bought 168,945 Smurfit Westrock shares in Q2 2026, an estimated $6.98M.
  • Smurfit Westrock made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1460 holding.
  • Wells Fargo first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.