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Sumitomo Mitsui Financial Group’s Apple AAPL Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$440K Sell
1,735
-572
-25% -$149K 0.01% 114
2025
Q4 		$632K Buy
2,307
+1,795
+351% +$482K 0.01% 99
2025
Q3 		$130K Sell
512
-464
-48% -$105K ﹤0.01% 122
2025
Q2 		$196K Buy
976
+701
+255% +$142K ﹤0.01% 133
2025
Q1 		$59.9K Buy
+275
New +$63.7K ﹤0.01% 146
2024
Q3 		– Sell
-1,548
Closed -$331K – 171
2024
Q2 		$331K Sell
1,548
-7,504
-83% -$1.4M 0.01% 114
2024
Q1 		$1.55M Buy
9,052
+8,930
+7,320% +$1.62M 0.05% 82
2023
Q4 		$23.6K Sell
122
-96,436
-100% -$17.8M ﹤0.01% 148
2023
Q3 		$16.5M Buy
96,558
+7,753
+9% +$1.42M 0.53% 26
2023
Q2 		$17.2M Sell
88,805
-5,651
-6% -$985K 0.55% 25
2023
Q1 		$15.6M Sell
94,456
-6,128
-6% -$904K 0.49% 26
2022
Q4 		$13.1M Sell
100,584
-6,260
-6% -$895K 0.49% 32
2022
Q3 		$14.8M Sell
106,844
-12,622
-11% -$1.98M 0.62% 24
2022
Q2 		$16.4M Sell
119,466
-19,339
-14% -$2.93M 0.46% 30
2022
Q1 		$24.3M Buy
138,805
+17,466
+14% +$2.94M 0.71% 26
2021
Q4 		$21.6M Buy
121,339
+5,154
+4% +$815K 0.62% 26
2021
Q3 		$16.5M Sell
116,185
-8,684
-7% -$1.28M 0.38% 38
2021
Q2 		$17.1M Buy
124,869
+57,228
+85% +$7.41M 0.38% 35
2021
Q1 		$8.25M Sell
67,641
-18,063
-21% -$2.32M 0.19% 40
2020
Q4 		$11.5M Buy
85,704
+85,460
+35,025% +$10.3M 0.28% 32
2020
Q3 		$28K Sell
244
-63,240
-100% -$6.9M ﹤0.01% 142
2020
Q2 		$5.74M Buy
63,484
+16,996
+37% +$1.32M 0.2% 28
2020
Q1 		$2.96M Sell
46,488
-14,992
-24% -$1.1M 0.15% 45
2019
Q4 		$4.49M Buy
61,480
+1,956
+3% +$126K 0.35% 21
2019
Q3 		$3.31M Buy
59,524
+3,404
+6% +$178K 0.27% 33
2019
Q2 		$2.78M Buy
56,120
+15,876
+39% +$774K 0.22% 38
2019
Q1 		$1.91M Sell
40,244
-79,364
-66% -$3.37M 0.17% 46
2018
Q4 		$4.67M Buy
119,608
+3,608
+3% +$175K 0.3% 24
2018
Q3 		$6.55M Buy
116,000
+20,284
+21% +$1.06M 0.53% 17
2018
Q2 		$4.43M Buy
95,716
+19,760
+26% +$896K 0.45% 17
2018
Q1 		$3.19M Buy
75,956
+7,356
+11% +$317K 0.29% 26
2017
Q4 		$2.9M Buy
68,600
+5,056
+8% +$211K 0.38% 21
2017
Q3 		$2.45M Buy
63,544
+832
+1% +$32.3K 0.29% 27
2017
Q2 		$2.26M Buy
+62,712
New +$2.32M 0.46% 21
2017
Q1 		– Sell
-63,632
Closed -$1.84M – 81
2016
Q4 		$1.84M Buy
+63,632
New +$1.8M 0.43% 14

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Financial Group's AAPL Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group reduced its Apple (AAPL) stake by 25% in Q1 2026, selling an estimated $149K and leaving 1,735 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #114.

Sumitomo Mitsui Financial Group first reported a position in AAPL in Q4 2016 and has held it in 35 quarters since. The position peaked at $24.3M in Q1 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 1,735 shares of Apple worth $440K as of Q1 2026.
  • Sumitomo Mitsui Financial Group sold 572 Apple shares in Q1 2026, an estimated $149K.
  • Apple made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #114 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Apple in Q4 2016 and has held it in 35 quarters since.
  • Sumitomo Mitsui Financial Group's Apple position peaked at $24.3M in Q1 2022.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.