WBG
SW

Wharton Business Group’s Smurfit Westrock SW Stock Holding History

Wharton Business 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
Q1 		$991K Sell
24,862
-1,880
-7% -$81.1K 0.04% 82
2025
Q4 		$1.03M Sell
26,742
-17,830
-40% -$680K 0.04% 78
2025
Q3 		$1.9M Hold
44,572
– – 0.08% 68
2025
Q2 		$1.93M Sell
44,572
-4,380
-9% -$187K 0.08% 68
2025
Q1 		$2.28M Sell
48,952
-18,142
-27% -$920K 0.1% 62
2024
Q4 		$3.61M Sell
67,094
-60,492
-47% -$3.08M 0.16% 61
2024
Q3 		$6.3M Buy
+127,586
New +$5.8M 0.28% 54

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

Wharton Business Group's SW Position: Q1 2026 in Review

Wharton Business Group reduced its Smurfit Westrock (SW) stake by 7% in Q1 2026, selling an estimated $81.1K and leaving 24,862 shares worth $991K. The position accounts for 0.04% of the portfolio, ranked #82.

Wharton Business Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.3M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Wharton Business Group held 24,862 shares of Smurfit Westrock worth $991K as of Q1 2026.
  • Wharton Business Group sold 1,880 Smurfit Westrock shares in Q1 2026, an estimated $81.1K.
  • Smurfit Westrock made up 0.04% of Wharton Business Group's portfolio in Q1 2026, its #82 holding.
  • Wharton Business Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Wharton Business Group's Smurfit Westrock position peaked at $6.3M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.