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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
2025
Q3 		– Sell
-1,200
Closed -$1 – 172
2025
Q2 		$1 Sell
1,200
-4,000
-77% -$808K ﹤0.01% 227
2025
Q1 		$5.12K Sell
5,200
-300
-5% -$69.5K ﹤0.01% 175
2024
Q4 		$68.1K Buy
+5,500
New +$1.3M ﹤0.01% 133
2024
Q3 		– Sell
-19,000
Closed -$501K – 170
2024
Q2 		$501K Hold
19,000
– – 0.02% 107
2024
Q1 		$87.2K Buy
19,000
+14,080
+286% +$2.56M ﹤0.01% 143
2023
Q4 		$32.2K Buy
4,920
+4,000
+435% +$739K ﹤0.01% 146
2023
Q3 		$1.83K Hold
920
– – ﹤0.01% 165
2023
Q2 		$9.25K Hold
920
– – ﹤0.01% 164
2023
Q1 		$710 Hold
920
– – ﹤0.01% 164
2022
Q4 		$533 Sell
920
-184,680
-100% -$26.4M ﹤0.01% 167
2022
Q3 		$485K Buy
185,600
+40,300
+28% +$6.33M 0.02% 141
2022
Q2 		$531K Buy
145,300
+136,838
+1,617% +$20.7M 0.01% 149
2022
Q1 		$95K Buy
+8,462
New +$1.42M ﹤0.01% 167
2021
Q4 		– Sell
-167,000
Closed -$564K – 187
2021
Q3 		$564K Buy
167,000
+33,370
+25% +$4.91M 0.01% 133
2021
Q2 		$757K Sell
133,630
-58,800
-31% -$7.62M 0.02% 104
2021
Q1 		$1.01M Buy
192,430
+60,430
+46% +$7.76M 0.02% 106
2020
Q4 		$1.95M Sell
132,000
-38,000
-22% -$4.57M 0.05% 78
2020
Q3 		$1.54M Buy
170,000
+146,000
+608% +$15.9M 0.05% 85
2020
Q2 		$100K Sell
24,000
-16,000
-40% -$1.24M ﹤0.01% 118
2020
Q1 		$137K Buy
+40,000
New +$2.94M 0.01% 116

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. 6,077 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.
  • 6,077 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.