Whittier Trust’s Smurfit Westrock SW Stock Holding History

Whittier Trust’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	-60	Closed	-$2.7K	–	1554
2025 Q1	$2.7K	Hold	60	–	–	﹤0.01%	1376
2024 Q4	$3.23K	Buy	+60	New	+$3.06K	﹤0.01%	1420

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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 Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whittier Trust's SW Position: Q2 2025 in Review

Whittier Trust sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 60 shares — an estimated $2.7K sold.

Whittier Trust first reported a position in SW in Q4 2024 and held it in 2 quarters. The position peaked at $3.23K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Whittier Trust reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 60 Smurfit Westrock shares in Q2 2025, an estimated $2.7K.
Whittier Trust first reported a position in Smurfit Westrock in Q4 2024 and held it in 2 quarters.
Whittier Trust's Smurfit Westrock position peaked at $3.23K in Q4 2024.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

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