West Paces Advisors’s Smurfit Westrock SW Stock Holding History

West Paces 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	$9.25K	Buy	+200	New	+$8.26K	﹤0.01%	394
2025 Q4	–	Sell	-5,453	Closed	-$232K	–	208
2025 Q3	$232K	Sell	5,453 -11	-0.2%	-$498	0.05%	138
2025 Q2	$236K	Buy	5,464 +11	+0.2%	+$471	0.05%	135
2025 Q1	$246K	Hold	5,453	–	–	0.06%	121
2024 Q4	$294K	Buy	+5,453	New	+$278K	0.07%	113

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

West Paces Advisors's SW Position: Q2 2026 in Review

West Paces Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 200 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in SW as recently as Q3 2025.

West Paces Advisors first reported a position in SW in Q4 2024 and has held it in 5 quarters since. The position peaked at $294K in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

West Paces Advisors held 200 shares of Smurfit Westrock worth $9.25K as of Q2 2026.
Smurfit Westrock was a new West Paces Advisors position in Q2 2026.
Smurfit Westrock made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #394 holding.
West Paces Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 5 quarters since.
West Paces Advisors's Smurfit Westrock position peaked at $294K in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.