Sumitomo Mitsui Trust Group
V icon

Sumitomo Mitsui Trust Group’s Visa V Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23B Sell
4,083,557
-230,842
-5% -$74.2M 0.8% 18
2025
Q4 		$1.51B Sell
4,314,399
-178,942
-4% -$61M 0.89% 14
2025
Q3 		$1.53B Buy
4,493,341
+37,078
+0.8% +$12.8M 0.88% 12
2025
Q2 		$1.58B Buy
4,456,263
+32,269
+0.7% +$11.2M 0.99% 13
2025
Q1 		$1.55B Buy
4,423,994
+133,214
+3% +$45.1M 1.1% 13
2024
Q4 		$1.36B Buy
4,290,780
+366,012
+9% +$110M 0.92% 13
2024
Q3 		$1.08B Buy
3,924,768
+36,117
+0.9% +$9.76M 0.75% 15
2024
Q2 		$1.02B Sell
3,888,651
-306,620
-7% -$84M 0.75% 15
2024
Q1 		$1.17B Sell
4,195,271
-64,403
-2% -$17.8M 0.8% 15
2023
Q4 		$1.11B Sell
4,259,674
-89,356
-2% -$22M 0.82% 14
2023
Q3 		$1B Sell
4,349,030
-216,957
-5% -$52.2M 0.82% 15
2023
Q2 		$1.08B Sell
4,565,987
-603,840
-12% -$138M 0.84% 14
2023
Q1 		$1.17B Buy
5,169,827
+90,939
+2% +$20.2M 0.87% 12
2022
Q4 		$1.06B Sell
5,078,888
-73,432
-1% -$14.8M 0.84% 15
2022
Q3 		$915M Sell
5,152,320
-27,262
-0.5% -$5.55M 0.75% 15
2022
Q2 		$1.02B Buy
5,179,582
+146,872
+3% +$30.4M 0.78% 14
2022
Q1 		$1.12B Sell
5,032,710
-83,282
-2% -$18M 0.74% 13
2021
Q4 		$1.11B Sell
5,115,992
-190,068
-4% -$40.8M 0.67% 17
2021
Q3 		$1.18B Sell
5,306,060
-320,955
-6% -$75.3M 0.74% 17
2021
Q2 		$1.32B Sell
5,627,015
-437,476
-7% -$100M 0.78% 16
2021
Q1 		$1.28B Sell
6,064,491
-126,977
-2% -$26.7M 0.8% 16
2020
Q4 		$1.35B Sell
6,191,468
-844,249
-12% -$173M 0.87% 13
2020
Q3 		$1.41B Sell
7,035,717
-530,298
-7% -$106M 0.95% 12
2020
Q2 		$1.46B Sell
7,566,015
-217,985
-3% -$39.8M 1.03% 10
2020
Q1 		$1.25B Buy
7,784,000
+541,955
+7% +$102M 1.08% 9
2019
Q4 		$1.36B Buy
7,242,045
+58,752
+0.8% +$10.6M 1.07% 10
2019
Q3 		$1.24B Buy
7,183,293
+100,817
+1% +$18M 1.07% 11
2019
Q2 		$1.23B Sell
7,082,476
-105,300
-1% -$17.2M 1.1% 11
2019
Q1 		$1.12B Sell
7,187,776
-2,366
-0% -$341K 1.04% 11
2018
Q4 		$941M Buy
7,190,142
+882,856
+14% +$122M 1.01% 13
2018
Q3 		$947M Buy
6,307,286
+84,330
+1% +$12M 1.02% 10
2018
Q2 		$824M Buy
6,222,956
+356,128
+6% +$45.8M 0.96% 12
2018
Q1 		$702M Buy
5,866,828
+74,380
+1% +$9.01M 0.9% 15
2017
Q4 		$660M Buy
5,792,448
+166,580
+3% +$18.4M 0.85% 20
2017
Q3 		$592M Sell
5,625,868
-18,966
-0.3% -$1.92M 0.84% 22
2017
Q2 		$529M Buy
5,644,834
+137,318
+2% +$12.7M 0.78% 25
2017
Q1 		$489M Buy
5,507,516
+7,429
+0.1% +$639K 0.76% 29
2016
Q4 		$429M Sell
5,500,087
-87,956
-2% -$7.07M 0.7% 30
2016
Q3 		$462M Sell
5,588,043
-500
-0% -$40K 0.76% 25
2016
Q2 		$415M Sell
5,588,543
-28,372
-0.5% -$2.22M 0.71% 29
2016
Q1 		$430M Buy
5,616,915
+129,556
+2% +$9.41M 0.75% 24
2015
Q4 		$430M Sell
5,487,359
-25,709
-0.5% -$1.99M 0.77% 26
2015
Q3 		$384M Buy
5,513,068
+58,683
+1% +$4.19M 0.74% 27
2015
Q2 		$366M Sell
5,454,385
-18,808
-0.3% -$1.27M 0.66% 29
2015
Q1 		$358M Buy
5,473,193
+206,785
+4% +$13.7M 0.65% 30
2014
Q4 		$348M Sell
5,266,408
-92,608
-2% -$5.57M 0.68% 28
2014
Q3 		$286M Sell
5,359,016
-133,692
-2% -$7.18M 0.57% 34
2014
Q2 		$289M Sell
5,492,708
-288,624
-5% -$15.1M 0.59% 34
2014
Q1 		$312M Sell
5,781,332
-276,124
-5% -$15.3M 0.66% 30
2013
Q4 		$335M Sell
6,057,456
-677,740
-10% -$34.2M 0.69% 28
2013
Q3 		$322M Sell
6,735,196
-76,116
-1% -$3.52M 0.7% 27
2013
Q2 		$311M Buy
+6,811,312
New +$298M 0.71% 27

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group reduced its Visa (V) stake by 5.4% in Q1 2026, selling an estimated $74.2M and leaving 4,083,557 shares worth $1.23B. The position accounts for 0.8% of the portfolio, ranked #18.

Sumitomo Mitsui Trust Group first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.58B in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 4,083,557 shares of Visa worth $1.23B as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 230,842 Visa shares in Q1 2026, an estimated $74.2M.
  • Visa made up 0.8% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #18 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Visa position peaked at $1.58B in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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