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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Patten Group's SW Position: Q2 2026 in Review

Patten Group reduced its Smurfit Westrock (SW) stake by 32% in Q2 2026, selling an estimated $92.2K and leaving 4,809 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #317.

Patten Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $695K in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Patten Group held 4,809 shares of Smurfit Westrock worth $222K as of Q2 2026.
Patten Group sold 2,232 Smurfit Westrock shares in Q2 2026, an estimated $92.2K.
Smurfit Westrock made up 0.03% of Patten Group's portfolio in Q2 2026, its #317 holding.
Patten Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Patten Group's Smurfit Westrock position peaked at $695K in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.