SW β€” SMURFIT WESTROCK PLC

Ownership history in Investors Research Corp  Β·  7 quarters on record

AI Ownership Summary

Investors Research Corp reported SMURFIT WESTROCK PLC (SW) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.52% in 2024 Q4. The latest visible filing shows SW at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp's position in SMURFIT WESTROCK PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SW was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Investors Research Corp held SW β€” position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31,620 -200 -0.6% 0.24% $1.3M 2026-05-15 (Est.) $39.29
2025 Q4 REDUCED 31,820 -11,956 -27.3% 0.23% $1.2M 2026-01-06 $40.59
2025 Q3 REDUCED 43,776 -225 -0.5% 0.34% $1.9M 2025-10-02 $41.51
2025 Q2 UNCHANGED 44,001 β€” 0% 0.37% $1.9M 2025-07-07 $45.97
2025 Q1 UNCHANGED 44,001 β€” 0% 0.43% $2.0M 2025-04-08 $37.14
2024 Q4 REDUCED 44,001 -627 -1.4% 0.52% $2.4M 2025-02-07 $52.09
2024 Q3 INITIATED 44,628 β€” β€” 0.48% $2.2M 2024-11-12 $48.58

🏒 Other funds also holding SW

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 0.0%

FAQ About Investors Research Corp and SW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Investors Research Corp reported owning SW?

Investors Research Corp reported SW across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SW position in Investors Research Corp's portfolio?

The largest reported portfolio weight for SW was 0.52% in 2024 Q4.

What is the latest reported SW position on this page?

The most recent filing on this page is 2026 Q1, when Investors Research Corp reported 31,620 shares, equal to 0.24% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SW ownership page compare?

The chart compares Investors Research Corp's quarterly SW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Investors Research Corp Holdings