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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kimelman & Baird's SW Position: Q1 2026 in Review

Kimelman & Baird reduced its Smurfit Westrock (SW) stake by 93% in Q1 2026, selling an estimated $332K and leaving 550 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Kimelman & Baird first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $552K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Kimelman & Baird held 550 shares of Smurfit Westrock worth $21.9K as of Q1 2026.
  • Kimelman & Baird sold 7,700 Smurfit Westrock shares in Q1 2026, an estimated $332K.
  • Smurfit Westrock made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #200 holding.
  • Kimelman & Baird first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Kimelman & Baird's Smurfit Westrock position peaked at $552K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.