Sumitomo Mitsui Trust Group
SHOP icon

Sumitomo Mitsui Trust Group’s Shopify SHOP Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$436M Buy
3,678,602
+145,500
+4% +$19.1M 0.28% 65
2025
Q4 		$569M Sell
3,533,102
-642,481
-15% -$103M 0.33% 48
2025
Q3 		$621M Sell
4,175,583
-1,055,674
-20% -$143M 0.36% 48
2025
Q2 		$603M Buy
5,231,257
+218,829
+4% +$21.9M 0.38% 44
2025
Q1 		$479M Sell
5,012,428
-43,084
-0.9% -$4.69M 0.34% 53
2024
Q4 		$538M Sell
5,055,512
-851,680
-14% -$82.8M 0.36% 48
2024
Q3 		$473M Sell
5,907,192
-140,193
-2% -$9.68M 0.33% 58
2024
Q2 		$399M Sell
6,047,385
-1,462,957
-19% -$97M 0.29% 68
2024
Q1 		$581M Sell
7,510,342
-858,879
-10% -$67.9M 0.4% 45
2023
Q4 		$653M Sell
8,369,221
-495,430
-6% -$31.6M 0.48% 36
2023
Q3 		$484M Sell
8,864,651
-593,642
-6% -$36M 0.4% 42
2023
Q2 		$611M Sell
9,458,293
-3,559,763
-27% -$201M 0.48% 36
2023
Q1 		$624M Buy
13,018,056
+85,400
+0.7% +$3.76M 0.46% 36
2022
Q4 		$449M Sell
12,932,656
-1,132,668
-8% -$38.7M 0.36% 53
2022
Q3 		$379M Buy
14,065,324
+1,636,995
+13% +$55.7M 0.31% 60
2022
Q2 		$388M Buy
12,428,329
+1,671,589
+16% +$71.4M 0.3% 70
2022
Q1 		$728M Buy
10,756,740
+1,819,640
+20% +$149M 0.48% 30
2021
Q4 		$1.23B Sell
8,937,100
-472,120
-5% -$69M 0.75% 13
2021
Q3 		$1.28B Sell
9,409,220
-641,630
-6% -$96.1M 0.79% 13
2021
Q2 		$1.47B Buy
10,050,850
+1,329,170
+15% +$164M 0.87% 12
2021
Q1 		$963M Buy
8,721,680
+2,761,870
+46% +$334M 0.6% 24
2020
Q4 		$673M Buy
5,959,810
+2,079,100
+54% +$218M 0.43% 42
2020
Q3 		$397M Sell
3,880,710
-46,080
-1% -$4.58M 0.27% 72
2020
Q2 		$372M Sell
3,926,790
-2,461,050
-39% -$171M 0.26% 78
2020
Q1 		$266M Buy
6,387,840
+857,060
+15% +$38.6M 0.23% 102
2019
Q4 		$220M Buy
5,530,780
+671,410
+14% +$22.7M 0.17% 129
2019
Q3 		$151M Sell
4,859,370
-363,510
-7% -$12.4M 0.13% 180
2019
Q2 		$157M Sell
5,222,880
-1,003,480
-16% -$26.1M 0.14% 166
2019
Q1 		$129M Sell
6,226,360
-1,182,670
-16% -$20.9M 0.12% 191
2018
Q4 		$98.9M Buy
7,409,030
+205,560
+3% +$2.89M 0.11% 208
2018
Q3 		$118M Buy
7,203,470
+527,190
+8% +$8.03M 0.13% 180
2018
Q2 		$97.4M Buy
6,676,280
+1,924,630
+41% +$27.2M 0.11% 199
2018
Q1 		$59.1M Buy
4,751,650
+510,160
+12% +$6.6M 0.08% 287
2017
Q4 		$43M Buy
4,241,490
+1,886,320
+80% +$19.3M 0.06% 369
2017
Q3 		$27.4M Buy
2,355,170
+158,100
+7% +$1.61M 0.04% 493
2017
Q2 		$19M Buy
+2,197,070
New +$18.6M 0.03% 583

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group increased its Shopify (SHOP) stake by 4.1% in Q1 2026, buying an estimated $19.1M and bringing the position to 3,678,602 shares worth $436M. The position accounts for 0.28% of the portfolio, ranked #65.

Sumitomo Mitsui Trust Group first reported a position in SHOP in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.47B in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 3,678,602 shares of Shopify worth $436M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 145,500 Shopify shares in Q1 2026, an estimated $19.1M.
  • Shopify made up 0.28% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #65 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Shopify in Q2 2017 and has held it in 36 quarters since.
  • Sumitomo Mitsui Trust Group's Shopify position peaked at $1.47B in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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