KL
SW

KWMG LLC’s Smurfit Westrock SW Stock Holding History

KWMG LLC’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 		$7.14M Buy
154,330
+5,444
+4% +$225K 0.52% 63
2026
Q1 		$5.93M Buy
148,886
+5,413
+4% +$233K 0.5% 71
2025
Q4 		$5.55M Buy
143,473
+5,735
+4% +$219K 0.48% 75
2025
Q3 		$5.86M Buy
137,738
+4,264
+3% +$193K 0.51% 69
2025
Q2 		$5.76M Buy
133,474
+3,200
+2% +$137K 0.54% 67
2025
Q1 		$5.87M Buy
130,274
+864
+0.7% +$43.8K 0.6% 61
2024
Q4 		$6.97M Sell
129,410
-1,966
-1% -$100K 0.72% 43
2024
Q3 		$6.49M Buy
+131,376
New +$5.97M 0.65% 53

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return