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James T. Borello RIA’s Smurfit Westrock SW Stock Holding History

James T. Borello RIA’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 		$7.1K Buy
161
+2
+1% +$92 ﹤0.01% 696
2026
Q2 		$7.36K Buy
159
+10
+7% +$413 ﹤0.01% 682
2026
Q1 		$5.94K Buy
149
+4
+3% +$173 ﹤0.01% 698
2025
Q4 		$5.61K Buy
145
+117
+418% +$4.46K ﹤0.01% 541
2025
Q3 		$1.19K Buy
+28
New +$1.27K ﹤0.01% 791

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KWMG LLC
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

James T. Borello RIA's SW Position: Q3 2026 in Review

James T. Borello RIA increased its Smurfit Westrock (SW) stake by 1.3% in Q3 2026, buying an estimated $92 and bringing the position to 161 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

James T. Borello RIA first reported a position in SW in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.36K in Q2 2026. 78 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • James T. Borello RIA held 161 shares of Smurfit Westrock worth $7.1K as of Q3 2026.
  • James T. Borello RIA bought 2 Smurfit Westrock shares in Q3 2026, an estimated $92.
  • Smurfit Westrock made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #696 holding.
  • James T. Borello RIA first reported a position in Smurfit Westrock in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Smurfit Westrock position peaked at $7.36K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.