Burney Company’s Smurfit Westrock SW Stock Holding History

Burney Company’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	$708K	Sell	16,060 -139	-0.9%	-$6.42K	0.02%	409
2026 Q2	$749K	Sell	16,199 -198	-1%	-$8.18K	0.02%	400
2026 Q1	$653K	Sell	16,397 -400	-2%	-$17.3K	0.02%	397
2025 Q4	$650K	Sell	16,797 -1,524	-8%	-$58.1K	0.02%	395
2025 Q3	$780K	Sell	18,321 -942	-5%	-$42.6K	0.02%	347
2025 Q2	$831K	Sell	19,263 -26,112	-58%	-$1.12M	0.03%	333
2025 Q1	$2.04M	Sell	45,375 -1,106	-2%	-$56.1K	0.07%	206
2024 Q4	$2.5M	Sell	46,481 -330	-0.7%	-$16.8K	0.09%	190
2024 Q3	$2.31M	Buy	+46,811	New	+$2.13M	0.08%	198

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Burney Company's SW Position: Q3 2026 in Review

Burney Company reduced its Smurfit Westrock (SW) stake by 0.86% in Q3 2026, selling an estimated $6.42K and leaving 16,060 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #409.

Burney Company first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.5M in Q4 2024. 133 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Burney Company held 16,060 shares of Smurfit Westrock worth $708K as of Q3 2026.
Burney Company sold 139 Smurfit Westrock shares in Q3 2026, an estimated $6.42K.
Smurfit Westrock made up 0.02% of Burney Company's portfolio in Q3 2026, its #409 holding.
Burney Company first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
Burney Company's Smurfit Westrock position peaked at $2.5M in Q4 2024.
133 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.