Patten Group
SW icon

Patten Group’s Smurfit Westrock SW Stock Holding History

Patten Group’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 		– Sell
-4,809
Closed -$222K – 344
2026
Q2 		$222K Sell
4,809
-2,232
-32% -$92.2K 0.03% 317
2026
Q1 		$281K Buy
7,041
+12
+0.2% +$518 0.05% 259
2025
Q4 		$272K Sell
7,029
-940
-12% -$35.8K 0.05% 262
2025
Q3 		$339K Sell
7,969
-2,561
-24% -$116K 0.07% 224
2025
Q2 		$454K Sell
10,530
-1,151
-10% -$49.2K 0.1% 185
2025
Q1 		$526K Sell
11,681
-1,223
-9% -$62K 0.12% 172
2024
Q4 		$695K Buy
12,904
+511
+4% +$26K 0.15% 157
2024
Q3 		$612K Buy
+12,393
New +$564K 0.14% 162

Other funds holding SW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Patten Group's SW Position: Q3 2026 in Review

Patten Group sold out of Smurfit Westrock (SW) in Q3 2026, closing a stake of 4,809 shares — an estimated $222K sold.

Patten Group first reported a position in SW in Q3 2024 and held it in 8 quarters. The position peaked at $695K in Q4 2024. 480 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Patten Group reported no remaining Smurfit Westrock position as of Q3 2026 after selling out during the quarter.
  • Patten Group sold 4,809 Smurfit Westrock shares in Q3 2026, an estimated $222K.
  • Patten Group first reported a position in Smurfit Westrock in Q3 2024 and held it in 8 quarters.
  • Patten Group's Smurfit Westrock position peaked at $695K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.