Redmond Asset Management’s Smurfit Westrock SW Stock Holding History

Redmond Asset 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	$1.07M	Sell	23,136 -176	-0.8%	-$7.27K	0.27%	117
2026 Q1	$929K	Sell	23,312 -2,142	-8%	-$92.4K	0.25%	120
2025 Q4	$984K	Buy	25,454 +66	+0.3%	+$2.52K	0.25%	115
2025 Q3	$1.08M	Buy	25,388 +7,473	+42%	+$338K	0.27%	115
2025 Q2	$773K	Buy	+17,915	New	+$766K	0.18%	137

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

Redmond Asset Management's SW Position: Q2 2026 in Review

Redmond Asset Management reduced its Smurfit Westrock (SW) stake by 0.75% in Q2 2026, selling an estimated $7.27K and leaving 23,136 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #117.

Redmond Asset Management first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Redmond Asset Management held 23,136 shares of Smurfit Westrock worth $1.07M as of Q2 2026.
Redmond Asset Management sold 176 Smurfit Westrock shares in Q2 2026, an estimated $7.27K.
Smurfit Westrock made up 0.27% of Redmond Asset Management's portfolio in Q2 2026, its #117 holding.
Redmond Asset Management first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
Redmond Asset Management's Smurfit Westrock position peaked at $1.08M in Q3 2025.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Redmond Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.