Fruth Investment Management’s Smurfit Westrock SW Stock Holding History

Fruth Investment 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	$1.69M	Sell	36,537 -500	-1%	-$20.6K	0.4%	69
2026 Q1	$1.48M	Sell	37,037 -285	-0.8%	-$12.3K	0.37%	80
2025 Q4	$1.44M	Sell	37,322 -200	-0.5%	-$7.63K	0.39%	74
2025 Q3	$1.6M	Sell	37,522 -2,535	-6%	-$115K	0.43%	64
2025 Q2	$1.73M	Sell	40,057 -1,221	-3%	-$52.2K	0.47%	59
2025 Q1	$1.86M	Sell	41,278 -278	-0.7%	-$14.1K	0.52%	56
2024 Q4	$2.24M	Sell	41,556 -2,636	-6%	-$134K	0.62%	48
2024 Q3	$2.18M	Buy	+44,192	New	+$2.01M	0.57%	57

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fruth Investment Management's SW Position: Q2 2026 in Review

Fruth Investment Management reduced its Smurfit Westrock (SW) stake by 1.4% in Q2 2026, selling an estimated $20.6K and leaving 36,537 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #69.

Fruth Investment Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Fruth Investment Management held 36,537 shares of Smurfit Westrock worth $1.69M as of Q2 2026.
Fruth Investment Management sold 500 Smurfit Westrock shares in Q2 2026, an estimated $20.6K.
Smurfit Westrock made up 0.4% of Fruth Investment Management's portfolio in Q2 2026, its #69 holding.
Fruth Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Fruth Investment Management's Smurfit Westrock position peaked at $2.24M in Q4 2024.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.