Evelyn Partners Investment Management LLP SW — SMURFIT WESTROCK PLC

Ownership history in Evelyn Partners Investment Management LLP  ·  3 quarters on record

AI Ownership Summary

Evelyn Partners Investment Management LLP reported SMURFIT WESTROCK PLC (SW) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.9% in 2025 Q3. The latest visible filing shows SW at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evelyn Partners Investment Management LLP's position in SMURFIT WESTROCK PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SW was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evelyn Partners Investment Management LLP held SW — position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12.7% +17.2% ❌ 603,376 -87,647 -12.7% 0.65% $24.0M 2026-05-15 $37.14
2025 Q4 REDUCED 7.2% +3.9% ❌ 691,023 -53,542 -7.2% 0.74% $26.7M 2026-02-13 $50.07
2025 Q3 INITIATED — — — 744,565 — — 0.90% $31.7M 2025-11-14 $33.30

FAQ About Evelyn Partners Investment Management LLP and SW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evelyn Partners Investment Management LLP reported owning SW?

Evelyn Partners Investment Management LLP reported SW across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SW position in Evelyn Partners Investment Management LLP's portfolio?

The largest reported portfolio weight for SW was 0.90% in 2025 Q3.

What is the latest reported SW position on this page?

The most recent filing on this page is 2026 Q1, when Evelyn Partners Investment Management LLP reported 603,376 shares, equal to 0.65% of portfolio, with an estimated market value of $24.0M.

What does the chart on this SW ownership page compare?

The chart compares Evelyn Partners Investment Management LLP's quarterly SW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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