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
Q2 		$4.19M Sell
90,603
-25,355
-22% -$1.05M 0.03% 428
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 $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 $3.37T AUM 44.26% 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
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Xponance's SW Position: Q2 2026 in Review

Xponance reduced its Smurfit Westrock (SW) stake by 22% in Q2 2026, selling an estimated $1.05M and leaving 90,603 shares worth $4.19M. The position accounts for 0.03% of the portfolio, ranked #428.

Xponance first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.79M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Xponance held 90,603 shares of Smurfit Westrock worth $4.19M as of Q2 2026.
  • Xponance sold 25,355 Smurfit Westrock shares in Q2 2026, an estimated $1.05M.
  • Smurfit Westrock made up 0.03% of Xponance's portfolio in Q2 2026, its #428 holding.
  • Xponance first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Xponance's Smurfit Westrock position peaked at $5.79M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.