American Capital Advisory’s Smurfit Westrock SW Stock Holding History

American Capital Advisory’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	$8.47K	Buy	183 +156	+578%	+$6.44K	﹤0.01%	379
2026 Q1	$1.08K	Buy	27 +14	+108%	+$604	﹤0.01%	672
2025 Q4	$503	Sell	13 -1	-7%	-$38	﹤0.01%	753
2025 Q3	$596	Hold	14	–	–	﹤0.01%	645
2025 Q2	$605	Buy	+14	New	+$599	﹤0.01%	583

Other funds holding SW

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Capital Advisory's SW Position: Q2 2026 in Review

American Capital Advisory increased its Smurfit Westrock (SW) stake by 578% in Q2 2026, buying an estimated $6.44K and bringing the position to 183 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

American Capital Advisory first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

American Capital Advisory held 183 shares of Smurfit Westrock worth $8.47K as of Q2 2026.
American Capital Advisory bought 156 Smurfit Westrock shares in Q2 2026, an estimated $6.44K.
Smurfit Westrock made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #379 holding.
American Capital Advisory first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.