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Albert D. Mason Inc’s Zoom ZM Stock Holding History

Albert D. Mason Inc’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 		$265K Sell
3,070
-61
-2% -$5.77K 0.15% 120
2026
Q1 		$252K Sell
3,131
-14
-0.4% -$1.17K 0.16% 110
2025
Q4 		$271K Buy
3,145
+344
+12% +$29K 0.18% 111
2025
Q3 		$231K Buy
+2,801
New +$219K 0.15% 127

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

Albert D. Mason Inc's ZM Position: Q2 2026 in Review

Albert D. Mason Inc reduced its Zoom (ZM) stake by 1.9% in Q2 2026, selling an estimated $5.77K and leaving 3,070 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #120.

Albert D. Mason Inc first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Albert D. Mason Inc held 3,070 shares of Zoom worth $265K as of Q2 2026.
  • Albert D. Mason Inc sold 61 Zoom shares in Q2 2026, an estimated $5.77K.
  • Zoom made up 0.15% of Albert D. Mason Inc's portfolio in Q2 2026, its #120 holding.
  • Albert D. Mason Inc first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Albert D. Mason Inc's Zoom position peaked at $271K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Albert D. Mason Inc's 13F filing for Q2 2026, filed 22 Jul 2026.