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 Q2	$1.13M	Sell	24,424 -438	-2%	-$18.1K	0.04%	81
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wharton Business Group's SW Position: Q2 2026 in Review

Wharton Business Group reduced its Smurfit Westrock (SW) stake by 1.8% in Q2 2026, selling an estimated $18.1K and leaving 24,424 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #81.

Wharton Business Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.3M in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Wharton Business Group held 24,424 shares of Smurfit Westrock worth $1.13M as of Q2 2026.
Wharton Business Group sold 438 Smurfit Westrock shares in Q2 2026, an estimated $18.1K.
Smurfit Westrock made up 0.04% of Wharton Business Group's portfolio in Q2 2026, its #81 holding.
Wharton Business Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Wharton Business Group's Smurfit Westrock position peaked at $6.3M in Q3 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.