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 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

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

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Weatherly Asset Management reduced its Smurfit Westrock (SW) stake by 31% in Q2 2026, selling an estimated $161K and leaving 8,869 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #141.

Weatherly Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q4 2024. 141 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Weatherly Asset Management held 8,869 shares of Smurfit Westrock worth $410K as of Q2 2026.
Weatherly Asset Management sold 3,900 Smurfit Westrock shares in Q2 2026, an estimated $161K.
Smurfit Westrock made up 0.03% of Weatherly Asset Management's portfolio in Q2 2026, its #141 holding.
Weatherly Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Weatherly Asset Management's Smurfit Westrock position peaked at $1.27M in Q4 2024.
141 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.