Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Southwest Gas SWX Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Buy
+3,221
New +$275K ﹤0.01% 1003
2021
Q1 		– Sell
-9,932
Closed -$603K – 1169
2020
Q4 		$603K Hold
9,932
– – ﹤0.01% 1054
2020
Q3 		$627K Hold
9,932
– – ﹤0.01% 1016
2020
Q2 		$686K Sell
9,932
-1,927
-16% -$140K ﹤0.01% 998
2020
Q1 		$825K Buy
+11,859
New +$852K ﹤0.01% 955

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group opened a new position in Southwest Gas (SWX) in Q1 2026: 3,221 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in SWX as recently as Q4 2020.

Sumitomo Mitsui Trust Group first reported a position in SWX in Q1 2020 and has held it in 5 quarters since. The position peaked at $825K in Q1 2020. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 3,221 shares of Southwest Gas worth $280K as of Q1 2026.
  • Southwest Gas was a new Sumitomo Mitsui Trust Group position in Q1 2026.
  • Southwest Gas made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #1003 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Southwest Gas in Q1 2020 and has held it in 5 quarters since.
  • Sumitomo Mitsui Trust Group's Southwest Gas position peaked at $825K in Q1 2020.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

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