FFO
SW

Fortitude Family Office’s Smurfit Westrock SW Stock Holding History

Fortitude Family Office’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 		$8.7K Sell
188
-25
-12% -$1.03K ﹤0.01% 831
2026
Q1 		$8.49K Buy
213
+159
+294% +$6.86K ﹤0.01% 712
2025
Q4 		$2.09K Buy
54
+4
+8% +$153 ﹤0.01% 1158
2025
Q3 		$2.13K Hold
50
– – ﹤0.01% 1194
2025
Q2 		$2.16K Sell
50
-40
-44% -$1.71K ﹤0.01% 1166
2025
Q1 		$4.05K Hold
90
– – ﹤0.01% 782
2024
Q4 		$4.85K Hold
90
– – ﹤0.01% 853
2024
Q3 		$4.45K Buy
+90
New +$4.09K ﹤0.01% 821

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 $3.38T AUM 44.17% 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

Fortitude Family Office's SW Position: Q2 2026 in Review

Fortitude Family Office reduced its Smurfit Westrock (SW) stake by 12% in Q2 2026, selling an estimated $1.03K and leaving 188 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Fortitude Family Office first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Fortitude Family Office held 188 shares of Smurfit Westrock worth $8.7K as of Q2 2026.
  • Fortitude Family Office sold 25 Smurfit Westrock shares in Q2 2026, an estimated $1.03K.
  • Smurfit Westrock made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #831 holding.
  • Fortitude Family Office first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.