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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
Q3 		$348K Buy
7,892
+7,692
+3,846% +$355K 0.06% 125
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

West Paces Advisors's SW Position: Q3 2026 in Review

West Paces Advisors increased its Smurfit Westrock (SW) stake by 3,846% in Q3 2026, buying an estimated $355K and bringing the position to 7,892 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #125.

West Paces Advisors first reported a position in SW in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • West Paces Advisors held 7,892 shares of Smurfit Westrock worth $348K as of Q3 2026.
  • West Paces Advisors bought 7,692 Smurfit Westrock shares in Q3 2026, an estimated $355K.
  • Smurfit Westrock made up 0.06% of West Paces Advisors's portfolio in Q3 2026, its #125 holding.
  • West Paces Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.