Sumitomo Mitsui Trust Group
ZM icon

Sumitomo Mitsui Trust Group’s Zoom ZM Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.4M Sell
526,076
-25,565
-5% -$2.42M 0.03% 485
2026
Q1 		$44.3M Sell
551,641
-3,486
-0.6% -$292K 0.03% 478
2025
Q4 		$47.9M Sell
555,127
-18,049
-3% -$1.52M 0.03% 479
2025
Q3 		$47.3M Buy
573,176
+1,535
+0.3% +$120K 0.03% 488
2025
Q2 		$44.6M Sell
571,641
-13,172
-2% -$1.02M 0.03% 481
2025
Q1 		$43.1M Sell
584,813
-5,674
-1% -$452K 0.03% 485
2024
Q4 		$48.2M Sell
590,487
-15,632
-3% -$1.23M 0.03% 458
2024
Q3 		$42.3M Sell
606,119
-3,131,223
-84% -$196M 0.03% 487
2024
Q2 		$221M Sell
3,737,342
-1,162,946
-24% -$71.4M 0.16% 130
2024
Q1 		$320M Sell
4,900,288
-1,711,720
-26% -$114M 0.22% 92
2023
Q4 		$475M Buy
6,612,008
+216,768
+3% +$14.3M 0.35% 53
2023
Q3 		$447M Sell
6,395,240
-59,352
-0.9% -$4.12M 0.37% 50
2023
Q2 		$438M Buy
6,454,592
+103,152
+2% +$6.9M 0.34% 53
2023
Q1 		$469M Sell
6,351,440
-72,197
-1% -$5.2M 0.35% 53
2022
Q4 		$435M Buy
6,423,637
+82,339
+1% +$6.25M 0.34% 59
2022
Q3 		$467M Buy
6,341,298
+1,071,273
+20% +$102M 0.38% 46
2022
Q2 		$569M Buy
5,270,025
+27,668
+0.5% +$2.92M 0.44% 39
2022
Q1 		$615M Buy
5,242,357
+973,841
+23% +$132M 0.41% 48
2021
Q4 		$785M Buy
4,268,516
+1,283,356
+43% +$302M 0.48% 38
2021
Q3 		$781M Buy
2,985,160
+587,211
+24% +$198M 0.49% 35
2021
Q2 		$928M Buy
2,397,949
+538,068
+29% +$179M 0.55% 27
2021
Q1 		$598M Buy
1,859,881
+807,267
+77% +$297M 0.37% 56
2020
Q4 		$355M Buy
1,052,614
+386,221
+58% +$172M 0.23% 91
2020
Q3 		$313M Buy
666,393
+196,847
+42% +$63M 0.21% 103
2020
Q2 		$119M Buy
469,546
+466,946
+17,959% +$84M 0.08% 254
2020
Q1 		$380K Buy
+2,600
New +$257K ﹤0.01% 1025

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group reduced its Zoom (ZM) stake by 4.6% in Q2 2026, selling an estimated $2.42M and leaving 526,076 shares worth $45.4M. The position accounts for 0.03% of the portfolio, ranked #485.

Sumitomo Mitsui Trust Group first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $928M in Q2 2021. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 526,076 shares of Zoom worth $45.4M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 25,565 Zoom shares in Q2 2026, an estimated $2.42M.
  • Zoom made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #485 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Zoom position peaked at $928M in Q2 2021.
  • 867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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