Fidelity Investments

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return