Adams Natural Resources Fund’s Smurfit Westrock SW Stock Holding History

Adams Natural Resources Fund’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	$1.91M	Hold	41,300	–	–	0.25%	38
2026 Q1	$1.65M	Hold	41,300	–	–	0.19%	44
2025 Q4	$1.6M	Hold	41,300	–	–	0.24%	43
2025 Q3	$1.76M	Hold	41,300	–	–	0.27%	42
2025 Q2	$1.78M	Sell	41,300 -42,000	-50%	-$1.8M	0.28%	42
2025 Q1	$16.7M	Buy	83,300 +42,000	+102%	+$2.13M	2.46%	11
2024 Q4	$2.22M	Hold	41,300	–	–	0.35%	41
2024 Q3	$2.04M	Buy	+41,300	New	+$1.88M	0.3%	41

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adams Natural Resources Fund's SW Position: Q2 2026 in Review

Adams Natural Resources Fund held its Smurfit Westrock (SW) position steady in Q2 2026 at 41,300 shares worth $1.91M. The position accounts for 0.25% of the portfolio, ranked #38.

Adams Natural Resources Fund first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.7M in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Adams Natural Resources Fund held 41,300 shares of Smurfit Westrock worth $1.91M as of Q2 2026.
Adams Natural Resources Fund left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up 0.25% of Adams Natural Resources Fund's portfolio in Q2 2026, its #38 holding.
Adams Natural Resources Fund first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Adams Natural Resources Fund's Smurfit Westrock position peaked at $16.7M in Q1 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Adams Natural Resources Fund's 13F filing for Q2 2026, filed 22 Jul 2026.