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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
Q3 		$6.99M Buy
158,550
+4,220
+3% +$195K 0.5% 63
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KWMG LLC's SW Position: Q3 2026 in Review

KWMG LLC increased its Smurfit Westrock (SW) stake by 2.7% in Q3 2026, buying an estimated $195K and bringing the position to 158,550 shares worth $6.99M. The position accounts for 0.5% of the portfolio, ranked #63.

KWMG LLC first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.14M in Q2 2026. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • KWMG LLC held 158,550 shares of Smurfit Westrock worth $6.99M as of Q3 2026.
  • KWMG LLC bought 4,220 Smurfit Westrock shares in Q3 2026, an estimated $195K.
  • Smurfit Westrock made up 0.5% of KWMG LLC's portfolio in Q3 2026, its #63 holding.
  • KWMG LLC first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • KWMG LLC's Smurfit Westrock position peaked at $7.14M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.