KB
SW

Kimelman & Baird’s Smurfit Westrock SW Stock Holding History

Kimelman & Baird’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 		$25.4K Hold
550
– – ﹤0.01% 199
2026
Q1 		$21.9K Sell
550
-7,700
-93% -$332K ﹤0.01% 200
2025
Q4 		$319K Sell
8,250
-2,000
-20% -$76.3K 0.02% 101
2025
Q3 		$436K Hold
10,250
– – 0.03% 94
2025
Q2 		$442K Hold
10,250
– – 0.04% 96
2025
Q1 		$462K Hold
10,250
– – 0.04% 96
2024
Q4 		$552K Sell
10,250
-90
-0.9% -$4.58K 0.04% 91
2024
Q3 		$511K Buy
+10,340
New +$470K 0.04% 101

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kimelman & Baird's SW Position: Q2 2026 in Review

Kimelman & Baird held its Smurfit Westrock (SW) position steady in Q2 2026 at 550 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Kimelman & Baird first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $552K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Kimelman & Baird held 550 shares of Smurfit Westrock worth $25.4K as of Q2 2026.
  • Kimelman & Baird left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #199 holding.
  • Kimelman & Baird first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Kimelman & Baird's Smurfit Westrock position peaked at $552K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.