Axxcess Wealth Management
SW icon

Axxcess Wealth Management’s Smurfit Westrock SW Stock Holding History

Axxcess 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
Q3 		$360K Buy
8,155
+392
+5% +$18.1K 0.01% 684
2026
Q2 		$359K Buy
+7,763
New +$321K 0.01% 813
2025
Q1 		– Sell
-4,261
Closed -$229K – 951
2024
Q4 		$229K Sell
4,261
-218
-5% -$11.1K 0.01% 765
2024
Q3 		$221K Buy
+4,479
New +$204K 0.01% 812

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Axxcess Wealth Management's SW Position: Q3 2026 in Review

Axxcess Wealth Management increased its Smurfit Westrock (SW) stake by 5% in Q3 2026, buying an estimated $18.1K and bringing the position to 8,155 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #684.

Axxcess Wealth Management first reported a position in SW in Q3 2024 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Axxcess Wealth Management held 8,155 shares of Smurfit Westrock worth $360K as of Q3 2026.
  • Axxcess Wealth Management bought 392 Smurfit Westrock shares in Q3 2026, an estimated $18.1K.
  • Smurfit Westrock made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #684 holding.
  • Axxcess Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.