Sage Capital Advisors’s Smurfit Westrock SW Stock Holding History

Sage Capital Advisors’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	$3.6M	Sell	77,884 -295	-0.4%	-$12.2K	0.75%	42
2026 Q1	$3.12M	Sell	78,179 -263	-0.3%	-$11.3K	0.72%	43
2025 Q4	$3.03M	Sell	78,442 -917	-1%	-$35K	0.72%	43
2025 Q3	$3.38M	Buy	79,359 +9	+0%	+$407	0.8%	41
2025 Q2	$3.42M	Sell	79,350 -124	-0.2%	-$5.3K	0.85%	41
2025 Q1	$3.58M	Sell	79,474 -20	-0%	-$1.01K	0.94%	36
2024 Q4	$4.28M	Sell	79,494 -12	-0%	-$611	1.11%	30
2024 Q3	$3.93M	Buy	+79,506	New	+$3.62M	1.03%	33

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sage Capital Advisors's SW Position: Q2 2026 in Review

Sage Capital Advisors reduced its Smurfit Westrock (SW) stake by 0.38% in Q2 2026, selling an estimated $12.2K and leaving 77,884 shares worth $3.6M. The position accounts for 0.75% of the portfolio, ranked #42.

Sage Capital Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.28M in Q4 2024. 68 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Sage Capital Advisors held 77,884 shares of Smurfit Westrock worth $3.6M as of Q2 2026.
Sage Capital Advisors sold 295 Smurfit Westrock shares in Q2 2026, an estimated $12.2K.
Smurfit Westrock made up 0.75% of Sage Capital Advisors's portfolio in Q2 2026, its #42 holding.
Sage Capital Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Sage Capital Advisors's Smurfit Westrock position peaked at $4.28M in Q4 2024.
68 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.