PG
SW

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Patten Group's SW Position: Q1 2026 in Review

Patten Group increased its Smurfit Westrock (SW) stake by 0.17% in Q1 2026, buying an estimated $518 and bringing the position to 7,041 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #259.

Patten Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $695K in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Patten Group held 7,041 shares of Smurfit Westrock worth $281K as of Q1 2026.
  • Patten Group bought 12 Smurfit Westrock shares in Q1 2026, an estimated $518.
  • Smurfit Westrock made up 0.05% of Patten Group's portfolio in Q1 2026, its #259 holding.
  • Patten Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Patten Group's Smurfit Westrock position peaked at $695K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.