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Sumitomo Mitsui Trust Group, Inc.: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on WM, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 892,621 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 892,621 shares
    Change vs previous 13F -2,548 shares

    0.11% of the 13F portfolio, value $198,947,368.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 895,169 shares
    Change vs previous 13F -44,229 shares

    0.13% of the 13F portfolio, value $205,700,885.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 939,398 shares
    Change vs previous 13F -31,614 shares

    0.12% of the 13F portfolio, value $206,395,135.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 971,012 shares
    Change vs previous 13F +9,971 shares

    0.12% of the 13F portfolio, value $214,428,580.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 961,041 shares
    Change vs previous 13F +7,515 shares

    0.14% of the 13F portfolio, value $219,905,402.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 953,526 shares
    Change vs previous 13F +1,222 shares

    0.16% of the 13F portfolio, value $220,750,804.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 952,304 shares
    Change vs previous 13F -16,094 shares

    0.13% of the 13F portfolio, value $192,165,424.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 968,398 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $201,039,425.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).