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	-1,000	Closed	-$14.2K	–	173
2025 Q2	$14.2K	Buy	+1,000	New	+$202K	﹤0.01%	213
2024 Q3	–	Sell	-35,000	Closed	-$16.9K	–	172
2024 Q2	$16.9K	Hold	35,000	–	–	﹤0.01%	166
2024 Q1	$124K	Buy	35,000 +22,000	+169%	+$4M	﹤0.01%	137
2023 Q4	$7.72K	Buy	13,000 +9,000	+225%	+$1.66M	﹤0.01%	151
2023 Q3	$24K	Buy	+4,000	New	+$734K	﹤0.01%	145
2022 Q3	–	Sell	-152,300	Closed	-$661K	–	190
2022 Q2	$661K	Buy	+152,300	New	+$23.1M	0.02%	141
2021 Q4	–	Sell	-250,000	Closed	-$446K	–	188
2021 Q3	$446K	Buy	250,000 +190,000	+317%	+$28M	0.01%	139
2021 Q2	$60K	Sell	60,000 -511,100	-89%	-$66.2M	﹤0.01%	145
2021 Q1	$1.06M	Buy	571,100 +476,100	+501%	+$61.1M	0.03%	105
2020 Q4	$212K	Sell	95,000 -40,000	-30%	-$4.81M	0.01%	125
2020 Q3	$776K	Buy	135,000 +83,000	+160%	+$9.06M	0.03%	95
2020 Q2	$85K	Sell	52,000 -360,000	-87%	-$27.9M	﹤0.01%	124
2020 Q1	$1.8M	Buy	412,000 +368,000	+836%	+$27.1M	0.09%	66
2019 Q4	$83K	Buy	44,000 +30,000	+214%	+$1.93M	0.01%	116
2019 Q3	$25K	Buy	14,000 +6,000	+75%	+$314K	﹤0.01%	124
2019 Q2	$21K	Buy	+8,000	New	+$390K	﹤0.01%	112

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.