Annis Gardner Whiting Capital Advisors’s Smurfit Westrock SW Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-41	Closed	-$1.63K	–	1305
2026 Q1	$1.63K	Buy	41 +21	+105%	+$906	﹤0.01%	1083
2025 Q4	$774	Sell	20 -260	-93%	-$9.91K	﹤0.01%	1074
2025 Q3	$11.9K	Buy	280 +17	+6%	+$769	﹤0.01%	680
2025 Q2	$11.3K	Buy	263 +58	+28%	+$2.48K	﹤0.01%	689
2025 Q1	$9.24K	Buy	205 +66	+47%	+$3.35K	﹤0.01%	552
2024 Q4	$7.49K	Sell	139 -48	-26%	-$2.44K	﹤0.01%	573
2024 Q3	$9.24K	Buy	+187	New	+$8.5K	﹤0.01%	553

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

Annis Gardner Whiting Capital Advisors's SW Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 41 shares — an estimated $1.63K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $11.9K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 41 Smurfit Westrock shares in Q2 2026, an estimated $1.63K.
Annis Gardner Whiting Capital Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's Smurfit Westrock position peaked at $11.9K in Q3 2025.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.