GS
SW

George Soros’s Smurfit Westrock SW Stock Holding History

George Soros’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 		$70M Sell
1,512,798
-1,007,438
-40% -$41.6M 0.86% 37
2026
Q1 		$100M Buy
2,520,236
+118,088
+5% +$5.09M 1.1% 22
2025
Q4 		$92.9M Sell
2,402,148
-5,344,942
-69% -$204M 1.08% 25
2025
Q3 		$330M Buy
7,747,090
+266,503
+4% +$12.1M 4.7% 2
2025
Q2 		$323M Buy
7,480,587
+627,922
+9% +$26.9M 4.05% 2
2025
Q1 		$309M Sell
6,852,665
-193,694
-3% -$9.82M 4.61% 1
2024
Q4 		$380M Buy
7,046,359
+149,388
+2% +$7.61M 5.71% 1
2024
Q3 		$341M Buy
+6,896,971
New +$314M 4.92% 2

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

George Soros's SW Position: Q2 2026 in Review

George Soros reduced its Smurfit Westrock (SW) stake by 40% in Q2 2026, selling an estimated $41.6M and leaving 1,512,798 shares worth $70M. The position accounts for 0.86% of the portfolio, ranked #37.

George Soros first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $380M in Q4 2024. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • George Soros held 1,512,798 shares of Smurfit Westrock worth $70M as of Q2 2026.
  • George Soros sold 1,007,438 Smurfit Westrock shares in Q2 2026, an estimated $41.6M.
  • Smurfit Westrock made up 0.86% of George Soros's portfolio in Q2 2026, its #37 holding.
  • George Soros first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • George Soros's Smurfit Westrock position peaked at $380M in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Soros Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.