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
2024 Q4	–	Sell	-17,000	Closed	-$1.25K	–	194
2024 Q3	$1.25K	Buy	17,000 +7,000	+70%	+$438K	﹤0.01%	167
2024 Q2	$87.5K	Hold	10,000	–	–	﹤0.01%	141
2024 Q1	$71.3K	Hold	10,000	–	–	﹤0.01%	146
2023 Q4	$61.8K	Buy	+10,000	New	+$661K	﹤0.01%	139
2022 Q4	–	Sell	-10,000	Closed	-$84K	–	196
2022 Q3	$84K	Sell	10,000 -50,000	-83%	-$4.76M	﹤0.01%	166
2022 Q2	$47K	Buy	60,000 +22,000	+58%	+$2.32M	﹤0.01%	185
2022 Q1	$1.02M	Sell	38,000 -47,000	-55%	-$6.39M	0.03%	123
2021 Q4	$1.71M	Buy	+85,000	New	+$20M	0.05%	101

Other funds holding ZM

BlackRock New York $5.72T 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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group increased its Zoom (ZM) stake by 171% in Q1 2026, buying an estimated $67K and bringing the position to 1,268 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Sumitomo Mitsui Financial Group first reported a position in ZM in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.29M in Q1 2022. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Sumitomo Mitsui Financial Group held 1,268 shares of Zoom worth $102K as of Q1 2026.
Sumitomo Mitsui Financial Group bought 800 Zoom shares in Q1 2026, an estimated $67K.
Zoom made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #159 holding.
Sumitomo Mitsui Financial Group first reported a position in Zoom in Q3 2021 and has held it in 18 quarters since.
Sumitomo Mitsui Financial Group's Zoom position peaked at $7.29M in Q1 2022.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

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