HM Payson & Co’s Smurfit Westrock SW Stock Holding History

HM Payson & Co’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
2025 Q2	–	Sell	-350	Closed	-$15.8K	–	1063
2025 Q1	$15.8K	Hold	350	–	–	﹤0.01%	821
2024 Q4	$18.9K	Hold	350	–	–	﹤0.01%	781
2024 Q3	$17.3K	Buy	+350	New	+$15.9K	﹤0.01%	779

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Payson & Co's SW Position: Q2 2025 in Review

HM Payson & Co sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 350 shares — an estimated $15.8K sold.

HM Payson & Co first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $18.9K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

HM Payson & Co reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
HM Payson & Co sold 350 Smurfit Westrock shares in Q2 2025, an estimated $15.8K.
HM Payson & Co first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
HM Payson & Co's Smurfit Westrock position peaked at $18.9K in Q4 2024.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.