PCMU
SW

Paragon Capital Management (Utah)’s Smurfit Westrock SW Stock Holding History

Paragon Capital Management (Utah)’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 		$1.39M Sell
30,084
-620
-2% -$25.6K 1.03% 25
2026
Q1 		$1.22M Buy
+30,704
New +$1.32M 1.04% 31

Other funds holding SW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Paragon Capital Management (Utah)'s SW Position: Q2 2026 in Review

Paragon Capital Management (Utah) reduced its Smurfit Westrock (SW) stake by 2% in Q2 2026, selling an estimated $25.6K and leaving 30,084 shares worth $1.39M. The position accounts for 1.03% of the portfolio, ranked #25.

Paragon Capital Management (Utah) first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Paragon Capital Management (Utah) held 30,084 shares of Smurfit Westrock worth $1.39M as of Q2 2026.
  • Paragon Capital Management (Utah) sold 620 Smurfit Westrock shares in Q2 2026, an estimated $25.6K.
  • Smurfit Westrock made up 1.03% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #25 holding.
  • Paragon Capital Management (Utah) first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.