Legal & General Group
SW

Legal & General Group’s Smurfit Westrock SW Stock Holding History

Legal & General Group’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 		$205M Sell
4,458,285
-26,154
-0.6% -$1.08M 0.04% 356
2026
Q1 		$178M Sell
4,484,439
-103,548
-2% -$4.47M 0.04% 378
2025
Q4 		$177M Buy
4,587,987
+471,415
+11% +$18M 0.04% 381
2025
Q3 		$174M Buy
4,116,572
+770,812
+23% +$34.9M 0.04% 391
2025
Q2 		$144M Sell
3,345,760
-280,231
-8% -$12M 0.04% 426
2025
Q1 		$163M Buy
3,625,991
+444,949
+14% +$22.6M 0.04% 385
2024
Q4 		$172M Sell
3,181,042
-317,079
-9% -$16.2M 0.05% 378
2024
Q3 		$174M Buy
+3,498,121
New +$159M 0.05% 379

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

Legal & General Group's SW Position: Q2 2026 in Review

Legal & General Group reduced its Smurfit Westrock (SW) stake by 0.58% in Q2 2026, selling an estimated $1.08M and leaving 4,458,285 shares worth $205M. The position accounts for 0.04% of the portfolio, ranked #356.

Legal & General Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Legal & General Group held 4,458,285 shares of Smurfit Westrock worth $205M as of Q2 2026.
  • Legal & General Group sold 26,154 Smurfit Westrock shares in Q2 2026, an estimated $1.08M.
  • Smurfit Westrock made up 0.04% of Legal & General Group's portfolio in Q2 2026, its #356 holding.
  • Legal & General Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.