Sumitomo Mitsui Trust Group
APP icon

Sumitomo Mitsui Trust Group’s Applovin APP Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289M Buy
560,422
+10,084
+2% +$4.87M 0.16% 108
2026
Q1 		$219M Sell
550,338
-26,371
-5% -$12.7M 0.14% 135
2025
Q4 		$389M Sell
576,709
-42,495
-7% -$26.8M 0.23% 87
2025
Q3 		$445M Buy
619,204
+10,930
+2% +$5.04M 0.26% 72
2025
Q2 		$213M Buy
608,274
+51,005
+9% +$16.5M 0.13% 155
2025
Q1 		$148M Buy
557,269
+12,968
+2% +$4.47M 0.1% 197
2024
Q4 		$176M Buy
544,301
+45,767
+9% +$11.6M 0.12% 164
2024
Q3 		$65.1M Buy
498,534
+134,645
+37% +$12.3M 0.05% 384
2024
Q2 		$30.3M Sell
363,889
-27,324
-7% -$2.12M 0.02% 559
2024
Q1 		$27.1M Buy
+391,213
New +$20.7M 0.02% 653
2023
Q1 		– Sell
-54,782
Closed -$577K – 1152
2022
Q4 		$577K Sell
54,782
-305,969
-85% -$4.49M ﹤0.01% 1088
2022
Q3 		$7.03M Buy
360,751
+8,257
+2% +$247K 0.01% 821
2022
Q2 		$12.1M Buy
+352,494
New +$14.2M 0.01% 778

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group's APP Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Applovin (APP) stake by 1.8% in Q2 2026, buying an estimated $4.87M and bringing the position to 560,422 shares worth $289M. The position accounts for 0.16% of the portfolio, ranked #108.

Sumitomo Mitsui Trust Group first reported a position in APP in Q2 2022 and has held it in 13 quarters since. The position peaked at $445M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 560,422 shares of Applovin worth $289M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 10,084 Applovin shares in Q2 2026, an estimated $4.87M.
  • Applovin made up 0.16% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #108 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Applovin in Q2 2022 and has held it in 13 quarters since.
  • Sumitomo Mitsui Trust Group's Applovin position peaked at $445M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.