Access Investment Management’s Smurfit Westrock SW Stock Holding History

Access Investment Management’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 Q3	$1.13M	Hold	25,675	–	–	0.28%	56
2026 Q2	$1.19M	Sell	25,675 -120,000	-82%	-$4.96M	0.3%	51
2026 Q1	$5.81M	Sell	145,675 -185,600	-56%	-$8M	1.55%	27
2025 Q4	$14.1M	Hold	331,275	–	–	3.79%	6
2025 Q3	$14.1M	Buy	331,275 +5,800	+2%	+$263K	3.79%	6
2025 Q2	$14M	Buy	+325,475	New	+$13.9M	4%	6
2024 Q4	$17.5M	Sell	324,620 -2,765	-0.8%	-$141K	5.07%	4
2024 Q3	$16.2M	Buy	+327,385	New	+$14.9M	4.93%	4

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Access Investment Management's SW Position: Q3 2026 in Review

Access Investment Management held its Smurfit Westrock (SW) position steady in Q3 2026 at 25,675 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #56.

Access Investment Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.5M in Q4 2024. 147 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Access Investment Management held 25,675 shares of Smurfit Westrock worth $1.13M as of Q3 2026.
Access Investment Management left its Smurfit Westrock share count unchanged in Q3 2026.
Smurfit Westrock made up 0.28% of Access Investment Management's portfolio in Q3 2026, its #56 holding.
Access Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Access Investment Management's Smurfit Westrock position peaked at $17.5M in Q4 2024.
147 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Access Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.