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 Q3	$24.3K	Hold	550	–	–	﹤0.01%	200
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Kimelman & Baird's SW Position: Q3 2026 in Review

Kimelman & Baird held its Smurfit Westrock (SW) position steady in Q3 2026 at 550 shares worth $24.3K. 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 9 quarters since. The position peaked at $552K in Q4 2024. 364 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Kimelman & Baird held 550 shares of Smurfit Westrock worth $24.3K as of Q3 2026.
Kimelman & Baird left its Smurfit Westrock share count unchanged in Q3 2026.
Smurfit Westrock made up ﹤0.01% of Kimelman & Baird's portfolio in Q3 2026, its #200 holding.
Kimelman & Baird first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
Kimelman & Baird's Smurfit Westrock position peaked at $552K in Q4 2024.
364 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.