AIA
ZM icon

Affinity Investment Advisors’s Zoom ZM Stock Holding History

Affinity Investment Advisors’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 		$952K Buy
11,838
+1,815
+18% +$152K 0.6% 61
2025
Q4 		$865K Buy
10,023
+413
+4% +$34.8K 0.57% 63
2025
Q3 		$793K Buy
9,610
+720
+8% +$56.2K 0.54% 65
2025
Q2 		$693K Buy
+8,890
New +$687K 0.52% 67

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

Affinity Investment Advisors's ZM Position: Q1 2026 in Review

Affinity Investment Advisors increased its Zoom (ZM) stake by 18% in Q1 2026, buying an estimated $152K and bringing the position to 11,838 shares worth $952K. The position accounts for 0.6% of the portfolio, ranked #61.

Affinity Investment Advisors first reported a position in ZM in Q2 2025 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Affinity Investment Advisors held 11,838 shares of Zoom worth $952K as of Q1 2026.
  • Affinity Investment Advisors bought 1,815 Zoom shares in Q1 2026, an estimated $152K.
  • Zoom made up 0.6% of Affinity Investment Advisors's portfolio in Q1 2026, its #61 holding.
  • Affinity Investment Advisors first reported a position in Zoom in Q2 2025 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.