CX Institutional’s Smurfit Westrock SW Stock Holding History

CX Institutional’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	$277K	Buy	6,276 +125	+2%	+$5.77K	0.01%	648
2026 Q2	$285K	Buy	6,151 +2,055	+50%	+$84.9K	0.01%	652
2026 Q1	$163K	Buy	4,096 +207	+5%	+$8.93K	0.01%	770
2025 Q4	$150K	Buy	3,889 +1,030	+36%	+$39.3K	﹤0.01%	777
2025 Q3	$122K	Buy	2,859 +150	+6%	+$6.79K	﹤0.01%	793
2025 Q2	$117K	Buy	2,709 +2,569	+1,835%	+$110K	﹤0.01%	742
2025 Q1	$6K	Buy	+140	New	+$7.1K	﹤0.01%	1059

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

CX Institutional's SW Position: Q3 2026 in Review

CX Institutional increased its Smurfit Westrock (SW) stake by 2% in Q3 2026, buying an estimated $5.77K and bringing the position to 6,276 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #648.

CX Institutional first reported a position in SW in Q1 2025 and has held it in 7 quarters since. The position peaked at $285K in Q2 2026. 147 funds tracked by Wall St. Rank hold SW as of Q3 2026.

CX Institutional held 6,276 shares of Smurfit Westrock worth $277K as of Q3 2026.
CX Institutional bought 125 Smurfit Westrock shares in Q3 2026, an estimated $5.77K.
Smurfit Westrock made up 0.01% of CX Institutional's portfolio in Q3 2026, its #648 holding.
CX Institutional first reported a position in Smurfit Westrock in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Smurfit Westrock position peaked at $285K in Q2 2026.
147 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.