Patten & Patten’s Smurfit Westrock SW Stock Holding History

Patten & Patten’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	$35.7M	Sell	772,292 -1,870	-0.2%	-$77.2K	1.89%	9
2026 Q1	$30.9M	Sell	774,162 -1,568	-0.2%	-$67.6K	1.86%	8
2025 Q4	$30M	Sell	775,730 -170,455	-18%	-$6.5M	1.76%	10
2025 Q3	$40.3M	Sell	946,185 -3,853	-0.4%	-$174K	2.37%	6
2025 Q2	$41M	Sell	950,038 -30,302	-3%	-$1.3M	2.65%	5
2025 Q1	$44.2M	Sell	980,340 -1,850	-0.2%	-$93.8K	2.96%	3
2024 Q4	$52.9M	Sell	982,190 -20,203	-2%	-$1.03M	3.49%	3
2024 Q3	$49.5M	Buy	+1,002,393	New	+$45.6M	3.29%	3

Other funds holding SW

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Patten & Patten's SW Position: Q2 2026 in Review

Patten & Patten reduced its Smurfit Westrock (SW) stake by 0.24% in Q2 2026, selling an estimated $77.2K and leaving 772,292 shares worth $35.7M. The position accounts for 1.89% of the portfolio, ranked #9.

Patten & Patten first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.9M in Q4 2024. 350 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Patten & Patten held 772,292 shares of Smurfit Westrock worth $35.7M as of Q2 2026.
Patten & Patten sold 1,870 Smurfit Westrock shares in Q2 2026, an estimated $77.2K.
Smurfit Westrock made up 1.89% of Patten & Patten's portfolio in Q2 2026, its #9 holding.
Patten & Patten first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Patten & Patten's Smurfit Westrock position peaked at $52.9M in Q4 2024.
350 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.