Private Wealth Management Group’s Smurfit Westrock SW Stock Holding History

Private Wealth Management 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	$5.91K	Buy	134 +71	+113%	+$3.28K	﹤0.01%	833
2026 Q2	$2.92K	Buy	+63	New	+$2.6K	﹤0.01%	1035
2025 Q4	–	Sell	-84	Closed	-$3.58K	–	1558
2025 Q3	$3.58K	Hold	84	–	–	﹤0.01%	919
2025 Q2	$3.62K	Buy	84 +9	+12%	+$385	﹤0.01%	884
2025 Q1	$3.38K	Buy	75 +52	+226%	+$2.64K	﹤0.01%	875
2024 Q4	$1.24K	Buy	+23	New	+$1.17K	﹤0.01%	1236

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Private Wealth Management Group's SW Position: Q3 2026 in Review

Private Wealth Management Group increased its Smurfit Westrock (SW) stake by 113% in Q3 2026, buying an estimated $3.28K and bringing the position to 134 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Private Wealth Management Group first reported a position in SW in Q4 2024 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Private Wealth Management Group held 134 shares of Smurfit Westrock worth $5.91K as of Q3 2026.
Private Wealth Management Group bought 71 Smurfit Westrock shares in Q3 2026, an estimated $3.28K.
Smurfit Westrock made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #833 holding.
Private Wealth Management Group first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.