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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's APP Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Applovin (APP) stake by 4.6% in Q1 2026, selling an estimated $12.7M and leaving 550,338 shares worth $219M. The position accounts for 0.14% of the portfolio, ranked #135.

Sumitomo Mitsui Trust Group first reported a position in APP in Q2 2022 and has held it in 12 quarters since. The position peaked at $445M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 550,338 shares of Applovin worth $219M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 26,371 Applovin shares in Q1 2026, an estimated $12.7M.
  • Applovin made up 0.14% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #135 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Applovin in Q2 2022 and has held it in 12 quarters since.
  • Sumitomo Mitsui Trust Group's Applovin position peaked at $445M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.