Wilmington Savings Fund Society’s Smurfit Westrock SW Stock Holding History

Wilmington Savings Fund Society’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	$5.23K	Sell	113 -113	-50%	-$4.67K	﹤0.01%	1263
2026 Q1	$9.01K	Sell	226 -538	-70%	-$23.2K	﹤0.01%	1205
2025 Q4	$29.5K	Sell	764 -27	-3%	-$1.03K	﹤0.01%	992
2025 Q3	$33.7K	Sell	791 -2,606	-77%	-$118K	﹤0.01%	972
2025 Q2	$147K	Buy	3,397 +615	+22%	+$26.3K	﹤0.01%	911
2025 Q1	$125K	Sell	2,782 -490	-15%	-$24.8K	﹤0.01%	935
2024 Q4	$176K	Buy	3,272 +558	+21%	+$28.4K	﹤0.01%	875
2024 Q3	$134K	Buy	+2,714	New	+$123K	﹤0.01%	933

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 $3.37T AUM 44.26% 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

Wilmington Savings Fund Society's SW Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Smurfit Westrock (SW) stake by 50% in Q2 2026, selling an estimated $4.67K and leaving 113 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Wilmington Savings Fund Society first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $176K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Wilmington Savings Fund Society held 113 shares of Smurfit Westrock worth $5.23K as of Q2 2026.
Wilmington Savings Fund Society sold 113 Smurfit Westrock shares in Q2 2026, an estimated $4.67K.
Smurfit Westrock made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1263 holding.
Wilmington Savings Fund Society first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Smurfit Westrock position peaked at $176K in Q4 2024.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.