X
SW

Xponance’s Smurfit Westrock SW Stock Holding History

Xponance’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 		$4.62M Buy
115,958
+25,071
+28% +$1.08M 0.03% 374
2025
Q4 		$3.51M Buy
90,887
+18,060
+25% +$689K 0.03% 413
2025
Q3 		$3.1M Sell
72,827
-2,291
-3% -$104K 0.02% 436
2025
Q2 		$3.24M Sell
75,118
-26,321
-26% -$1.13M 0.03% 433
2025
Q1 		$4.57M Sell
101,439
-6,083
-6% -$308K 0.04% 323
2024
Q4 		$5.79M Buy
107,522
+1,456
+1% +$74.2K 0.05% 269
2024
Q3 		$5.24M Buy
+106,066
New +$4.82M 0.05% 295

Other funds holding SW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return