WG
SW

Winton Group’s Smurfit Westrock SW Stock Holding History

Winton 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 		– Sell
-43,126
Closed -$1.67M – 1410
2025
Q4 		$1.67M Sell
43,126
-58,350
-58% -$2.22M 0.06% 328
2025
Q3 		$4.32M Buy
101,476
+23,769
+31% +$1.08M 0.16% 192
2025
Q2 		$3.35M Buy
77,707
+53,635
+223% +$2.29M 0.17% 167
2025
Q1 		$1.08M Buy
24,072
+567
+2% +$28.8K 0.07% 342
2024
Q4 		$1.27M Buy
23,505
+11,908
+103% +$607K 0.08% 202
2024
Q3 		$573K Buy
+11,597
New +$527K 0.04% 423

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Winton Group's SW Position: Q1 2026 in Review

Winton Group sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 43,126 shares — an estimated $1.67M sold.

Winton Group first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $4.32M in Q3 2025. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Winton Group reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Winton Group sold 43,126 Smurfit Westrock shares in Q1 2026, an estimated $1.67M.
  • Winton Group first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Winton Group's Smurfit Westrock position peaked at $4.32M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.