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Atomi Financial Group’s Zoom ZM Stock Holding History

Atomi Financial 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 		$658K Buy
8,188
+248
+3% +$20.8K 0.02% 604
2025
Q4 		$685K Buy
7,940
+725
+10% +$61K 0.02% 555
2025
Q3 		$595K Buy
7,215
+301
+4% +$23.5K 0.02% 581
2025
Q2 		$539K Buy
6,914
+261
+4% +$20.2K 0.02% 557
2025
Q1 		$491K Sell
6,653
-24
-0.4% -$1.91K 0.02% 544
2024
Q4 		$545K Buy
6,677
+376
+6% +$29.6K 0.03% 446
2024
Q3 		$439K Buy
6,301
+1,137
+22% +$71.1K 0.03% 507
2024
Q2 		$306K Buy
5,164
+339
+7% +$20.8K 0.02% 580
2024
Q1 		$315K Buy
+4,825
New +$322K 0.03% 519

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

Atomi Financial Group's ZM Position: Q1 2026 in Review

Atomi Financial Group increased its Zoom (ZM) stake by 3.1% in Q1 2026, buying an estimated $20.8K and bringing the position to 8,188 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #604.

Atomi Financial Group first reported a position in ZM in Q1 2024 and has held it in 9 quarters since. The position peaked at $685K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Atomi Financial Group held 8,188 shares of Zoom worth $658K as of Q1 2026.
  • Atomi Financial Group bought 248 Zoom shares in Q1 2026, an estimated $20.8K.
  • Zoom made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #604 holding.
  • Atomi Financial Group first reported a position in Zoom in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Zoom position peaked at $685K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.