Wellington Management · SW Holdings Trend
Smurfit Westrock · SEC 13F
Wellington Management Holdings of SW by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 65K | $3M | — |
| 2024Q2 | 11K | $542,104 | -83.3% |
| 2024Q3 | 273K | $14M | +2427.4% |
| 2024Q4 | 700K | $38M | +175.5% |
| 2025Q1 | 970K | $44M | +15.7% |
| 2025Q2 | 588K | $25M | -41.9% |
| 2025Q3 | 503K | $21M | -15.7% |
| 2025Q4 | 435K | $17M | -21.3% |
| 2026Q1 | 479K | $19M | +13.3% |
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Data source: SEC EDGAR Form 13F