Weatherly Asset Management
SW icon

Weatherly Asset Management’s Smurfit Westrock SW Stock Holding History

Weatherly 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
Q3 		$391K Hold
8,869
– – 0.03% 147
2026
Q2 		$410K Sell
8,869
-3,900
-31% -$161K 0.03% 141
2026
Q1 		$509K Sell
12,769
-1,496
-10% -$64.5K 0.04% 131
2025
Q4 		$552K Sell
14,265
-2,102
-13% -$80.1K 0.04% 128
2025
Q3 		$697K Sell
16,367
-3,312
-17% -$150K 0.06% 121
2025
Q2 		$849K Sell
19,679
-672
-3% -$28.8K 0.07% 112
2025
Q1 		$917K Sell
20,351
-3,272
-14% -$166K 0.08% 111
2024
Q4 		$1.27M Sell
23,623
-1,223
-5% -$62.3K 0.11% 93
2024
Q3 		$1.23M Buy
+24,846
New +$1.13M 0.11% 95

Other funds holding SW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Weatherly Asset Management's SW Position: Q3 2026 in Review

Weatherly Asset Management held its Smurfit Westrock (SW) position steady in Q3 2026 at 8,869 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #147.

Weatherly Asset Management first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2024. 335 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Weatherly Asset Management held 8,869 shares of Smurfit Westrock worth $391K as of Q3 2026.
  • Weatherly Asset Management left its Smurfit Westrock share count unchanged in Q3 2026.
  • Smurfit Westrock made up 0.03% of Weatherly Asset Management's portfolio in Q3 2026, its #147 holding.
  • Weatherly Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • Weatherly Asset Management's Smurfit Westrock position peaked at $1.27M in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Weatherly Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.