PFM
SW

Patton Fund Management’s Smurfit Westrock SW Stock Holding History

Patton Fund Management’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 		– Sell
-6,603
Closed -$263K – 484
2026
Q1 		$263K Buy
6,603
+502
+8% +$21.7K 0.04% 243
2025
Q4 		$236K Buy
6,101
+886
+17% +$33.8K 0.03% 176
2025
Q3 		$222K Buy
+5,215
New +$236K 0.04% 374

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Patton Fund Management's SW Position: Q2 2026 in Review

Patton Fund Management sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 6,603 shares — an estimated $263K sold.

Patton Fund Management first reported a position in SW in Q3 2025 and held it in 3 quarters. The position peaked at $263K in Q1 2026. 94 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Patton Fund Management reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 6,603 Smurfit Westrock shares in Q2 2026, an estimated $263K.
  • Patton Fund Management first reported a position in Smurfit Westrock in Q3 2025 and held it in 3 quarters.
  • Patton Fund Management's Smurfit Westrock position peaked at $263K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.