FMII
SW

Farmers & Merchants Investments Inc’s Smurfit Westrock SW Stock Holding History

Farmers & Merchants Investments Inc’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 		$14.5K Hold
313
– – ﹤0.01% 687
2026
Q1 		$12.5K Hold
313
– – ﹤0.01% 703
2025
Q4 		$12.1K Buy
313
+90
+40% +$3.43K ﹤0.01% 685
2025
Q3 		$9.49K Hold
223
– – ﹤0.01% 760
2025
Q2 		$9.62K Buy
223
+60
+37% +$2.57K ﹤0.01% 726
2025
Q1 		$7.34K Hold
163
– – ﹤0.01% 771
2024
Q4 		$8.78K Sell
163
-3,357
-95% -$171K ﹤0.01% 711
2024
Q3 		$174K Buy
+3,520
New +$160K 0.01% 326

Other funds holding SW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Farmers & Merchants Investments Inc's SW Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Smurfit Westrock (SW) position steady in Q2 2026 at 313 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Farmers & Merchants Investments Inc first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $174K in Q3 2024. 297 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Farmers & Merchants Investments Inc held 313 shares of Smurfit Westrock worth $14.5K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #687 holding.
  • Farmers & Merchants Investments Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Farmers & Merchants Investments Inc's Smurfit Westrock position peaked at $174K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.