GI
SW

GAMMA Investing’s Smurfit Westrock SW Stock Holding History

GAMMA Investing’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 		$676K Buy
15,326
+3,363
+28% +$155K 0.02% 565
2026
Q2 		$553K Buy
11,963
+656
+6% +$27.1K 0.02% 606
2026
Q1 		$451K Buy
11,307
+7,260
+179% +$313K 0.02% 610
2025
Q4 		$156K Sell
4,047
-2,358
-37% -$89.9K 0.01% 1223
2025
Q3 		$273K Buy
6,405
+1,001
+19% +$45.3K 0.02% 782
2025
Q2 		$233K Sell
5,404
-322
-6% -$13.8K 0.01% 817
2025
Q1 		$258K Sell
5,726
-1,028
-15% -$52.1K 0.02% 651
2024
Q4 		$364K Buy
6,754
+1,718
+34% +$87.5K 0.03% 473
2024
Q3 		$249K Buy
+5,036
New +$229K 0.02% 535

Other funds holding SW

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing's SW Position: Q3 2026 in Review

GAMMA Investing increased its Smurfit Westrock (SW) stake by 28% in Q3 2026, buying an estimated $155K and bringing the position to 15,326 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #565.

GAMMA Investing first reported a position in SW in Q3 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • GAMMA Investing held 15,326 shares of Smurfit Westrock worth $676K as of Q3 2026.
  • GAMMA Investing bought 3,363 Smurfit Westrock shares in Q3 2026, an estimated $155K.
  • Smurfit Westrock made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #565 holding.
  • GAMMA Investing first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.