Fidelity Investments
SW

Fidelity Investments’s Smurfit Westrock SW Stock Holding History

Fidelity Investments’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 		$347M Sell
7,499,469
-2,592,598
-26% -$107M 0.02% 695
2026
Q1 		$402M Sell
10,092,067
-1,036,967
-9% -$44.7M 0.02% 589
2025
Q4 		$430M Sell
11,129,034
-1,050,035
-9% -$40M 0.02% 569
2025
Q3 		$518M Sell
12,179,069
-38,805
-0.3% -$1.76M 0.03% 485
2025
Q2 		$527M Buy
12,217,874
+1,592,846
+15% +$68.1M 0.03% 468
2025
Q1 		$479M Buy
10,625,028
+819,927
+8% +$41.6M 0.03% 470
2024
Q4 		$528M Buy
9,805,101
+1,078,103
+12% +$54.9M 0.03% 449
2024
Q3 		$432M Buy
+8,726,998
New +$397M 0.03% 529

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments's SW Position: Q2 2026 in Review

Fidelity Investments reduced its Smurfit Westrock (SW) stake by 26% in Q2 2026, selling an estimated $107M and leaving 7,499,469 shares worth $347M. The position accounts for 0.02% of the portfolio, ranked #695.

Fidelity Investments first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $528M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Fidelity Investments held 7,499,469 shares of Smurfit Westrock worth $347M as of Q2 2026.
  • Fidelity Investments sold 2,592,598 Smurfit Westrock shares in Q2 2026, an estimated $107M.
  • Smurfit Westrock made up 0.02% of Fidelity Investments's portfolio in Q2 2026, its #695 holding.
  • Fidelity Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Fidelity Investments's Smurfit Westrock position peaked at $528M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.