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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sumitomo Mitsui Financial Group's ZM Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Zoom (ZM) stake by 72% in Q2 2026, selling an estimated $86.9K and leaving 349 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Sumitomo Mitsui Financial Group first reported a position in ZM in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.29M in Q1 2022. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Sumitomo Mitsui Financial Group held 349 shares of Zoom worth $30.1K as of Q2 2026.
Sumitomo Mitsui Financial Group sold 919 Zoom shares in Q2 2026, an estimated $86.9K.
Zoom made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #203 holding.
Sumitomo Mitsui Financial Group first reported a position in Zoom in Q3 2021 and has held it in 19 quarters since.
Sumitomo Mitsui Financial Group's Zoom position peaked at $7.29M in Q1 2022.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.