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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group reduced its Zoom (ZM) stake by 0.63% in Q1 2026, selling an estimated $292K and leaving 551,641 shares worth $44.3M. The position accounts for 0.03% of the portfolio, ranked #478.

Sumitomo Mitsui Trust Group first reported a position in ZM in Q1 2020 and has held it in 25 quarters since. The position peaked at $928M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 551,641 shares of Zoom worth $44.3M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 3,486 Zoom shares in Q1 2026, an estimated $292K.
  • Zoom made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #478 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Zoom in Q1 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui Trust Group's Zoom position peaked at $928M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

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