WTC
SW

WhitTier Trust Company’s Smurfit Westrock SW Stock Holding History

WhitTier Trust Company’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
2025
Q2 		– Sell
-10
Closed -$450 – 1484
2025
Q1 		$450 Buy
10
+6
+150% +$304 ﹤0.01% 1370
2024
Q4 		$215 Hold
4
– – ﹤0.01% 1324
2024
Q3 		$197 Buy
+4
New +$182 ﹤0.01% 1317

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WhitTier Trust Company's SW Position: Q2 2025 in Review

WhitTier Trust Company sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 10 shares — an estimated $450 sold.

WhitTier Trust Company first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $450 in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • WhitTier Trust Company reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 10 Smurfit Westrock shares in Q2 2025, an estimated $450.
  • WhitTier Trust Company first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • WhitTier Trust Company's Smurfit Westrock position peaked at $450 in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.