AEPWM
SW

Atlantic Edge Private Wealth Management’s Smurfit Westrock SW Stock Holding History

Atlantic Edge Private Wealth 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
Q2 		$5.23K Hold
113
– – ﹤0.01% 491
2026
Q1 		$4.5K Hold
113
– – ﹤0.01% 470
2025
Q4 		$4.37K Buy
+113
New +$4.31K ﹤0.01% 468

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SW Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 113 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Atlantic Edge Private Wealth Management first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 113 shares of Smurfit Westrock worth $5.23K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.