SMFG
ZM icon

Sumitomo Mitsui Financial Group’s Zoom ZM Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Buy
1,268
+800
+171% +$67K ﹤0.01% 159
2025
Q4 		$40.4K Sell
468
-216
-32% -$18.2K ﹤0.01% 157
2025
Q3 		$57.2K Sell
684
-800
-54% -$62.4K ﹤0.01% 142
2025
Q2 		$116K Buy
+1,484
New +$115K ﹤0.01% 154
2025
Q1 		– Sell
-300
Closed -$25.1K – 216
2024
Q4 		$25.1K Sell
300
-16,767
-98% -$1.32M ﹤0.01% 149
2024
Q3 		$1.19M Buy
17,067
+14,600
+592% +$913K 0.03% 89
2024
Q2 		$144K Sell
2,467
-833
-25% -$51.2K ﹤0.01% 129
2024
Q1 		$216K Buy
3,300
+900
+38% +$60K 0.01% 126
2023
Q4 		$175K Buy
2,400
+2,242
+1,419% +$148K 0.01% 123
2023
Q3 		$10.8K Sell
158
-17,410
-99% -$1.21M ﹤0.01% 155
2023
Q2 		$1.19M Buy
17,568
+5,801
+49% +$388K 0.04% 99
2023
Q1 		$848K Buy
11,767
+4,186
+55% +$302K 0.03% 111
2022
Q4 		$516K Sell
7,581
-4,762
-39% -$362K 0.02% 124
2022
Q3 		$919K Sell
12,343
-23,492
-66% -$2.24M 0.04% 121
2022
Q2 		$4.01M Sell
35,835
-23,701
-40% -$2.5M 0.11% 80
2022
Q1 		$7.29M Buy
59,536
+58,704
+7,056% +$7.98M 0.22% 64
2021
Q4 		$151K Sell
832
-580
-41% -$136K ﹤0.01% 158
2021
Q3 		$363K Buy
+1,412
New +$476K 0.01% 145

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return