SWS Partners’s Smurfit Westrock SW Stock Holding History

SWS Partners’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	$3.14M	Sell	67,934 -1,264	-2%	-$52.2K	0.68%	51
2026 Q1	$2.76M	Buy	69,198 +7,386	+12%	+$319K	0.68%	53
2025 Q4	$2.39M	Sell	61,812 -5,127	-8%	-$195K	0.58%	62
2025 Q3	$2.85M	Buy	66,939 +3,054	+5%	+$138K	0.7%	53
2025 Q2	$2.76M	Sell	63,885 -1,115	-2%	-$47.7K	0.74%	47
2025 Q1	$2.93M	Buy	65,000 +1,492	+2%	+$75.7K	0.96%	36
2024 Q4	$3.42M	Sell	63,508 -1,217	-2%	-$62K	1.04%	25
2024 Q3	$3.2M	Buy	+64,725	New	+$2.94M	1.02%	24

Other funds holding SW

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

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

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

SWS Partners's SW Position: Q2 2026 in Review

SWS Partners reduced its Smurfit Westrock (SW) stake by 1.8% in Q2 2026, selling an estimated $52.2K and leaving 67,934 shares worth $3.14M. The position accounts for 0.68% of the portfolio, ranked #51.

SWS Partners first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q4 2024. 270 funds tracked by Wall St. Rank hold SW as of Q2 2026.

SWS Partners held 67,934 shares of Smurfit Westrock worth $3.14M as of Q2 2026.
SWS Partners sold 1,264 Smurfit Westrock shares in Q2 2026, an estimated $52.2K.
Smurfit Westrock made up 0.68% of SWS Partners's portfolio in Q2 2026, its #51 holding.
SWS Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
SWS Partners's Smurfit Westrock position peaked at $3.42M in Q4 2024.
270 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.