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PATTEN & PATTEN INC/TN SW Position History
Smurfit Westrock Plc • Basic Materials
Quarters held
5
Latest value
$34.1M
Q3 2026
Peak value
$40.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $40.3M |
| Q4 2025 | $30M |
| Q1 2026 | $30.9M |
| Q2 2026 | $35.7M |
| Q3 2026 | $34.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.1M | 772.9K | — | — |
| Q2 2026 | $35.7M | 772.3K | — | — |
| Q1 2026 | $30.9M | 774.2K | — | — |
| Q4 2025 | $30M | 775.7K | — | — |
| Q3 2025 | $40.3M | 946.2K | — | — |
Other funds holding SW
$3.2B
$3.2B
$2.4B
$2.2B
$1.3B
$1.3B
$1.1B