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Baker Avenue Asset Management’s Zoom ZM Stock Holding History

Baker Avenue Asset Management’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 		$4.78M Buy
55,422
+7,282
+15% +$688K 0.09% 155
2026
Q1 		$3.87M Buy
48,140
+4,805
+11% +$402K 0.09% 158
2025
Q4 		$3.74M Buy
43,335
+4,154
+11% +$350K 0.09% 151
2025
Q3 		$3.23M Buy
39,181
+5,723
+17% +$446K 0.08% 162
2025
Q2 		$2.61M Sell
33,458
-1,302
-4% -$101K 0.07% 176
2025
Q1 		$2.56M Buy
34,760
+2,079
+6% +$166K 0.08% 179
2024
Q4 		$2.67M Buy
32,681
+4,088
+14% +$321K 0.08% 166
2024
Q3 		$1.99M Buy
28,593
+12,890
+82% +$806K 0.06% 184
2024
Q2 		$929K Buy
+15,703
New +$965K 0.03% 226
2023
Q4 		– Sell
-117
Closed -$8.18K – 1545
2023
Q3 		$8.18K Buy
117
+87
+290% +$6.04K ﹤0.01% 812
2023
Q2 		$2.04K Sell
30
-16
-35% -$1.07K ﹤0.01% 980
2023
Q1 		$3.4K Buy
46
+38
+475% +$2.74K ﹤0.01% 905
2022
Q4 		$542 Buy
+8
New +$608 ﹤0.01% 1280
2022
Q3 		– Sell
-13,260
Closed -$1.43M – 382
2022
Q2 		$1.43M Buy
13,260
+7,636
+136% +$805K 0.09% 125
2022
Q1 		$659K Buy
+5,624
New +$765K 0.03% 194
2021
Q4 		– Sell
-1,494
Closed -$390K – 314
2021
Q3 		$390K Sell
1,494
-18
-1% -$6.07K 0.02% 202
2021
Q2 		$585K Buy
1,512
+2
+0.1% +$666 0.03% 172
2021
Q1 		$485K Hold
1,510
– – 0.03% 173
2020
Q4 		$509K Sell
1,510
-425
-22% -$189K 0.03% 171
2020
Q3 		$909K Sell
1,935
-495
-20% -$158K 0.07% 130
2020
Q2 		$616K Buy
+2,430
New +$437K 0.05% 152

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

Baker Avenue Asset Management's ZM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Zoom (ZM) stake by 15% in Q2 2026, buying an estimated $688K and bringing the position to 55,422 shares worth $4.78M. The position accounts for 0.09% of the portfolio, ranked #155.

Baker Avenue Asset Management first reported a position in ZM in Q2 2020 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Baker Avenue Asset Management held 55,422 shares of Zoom worth $4.78M as of Q2 2026.
  • Baker Avenue Asset Management bought 7,282 Zoom shares in Q2 2026, an estimated $688K.
  • Zoom made up 0.09% of Baker Avenue Asset Management's portfolio in Q2 2026, its #155 holding.
  • Baker Avenue Asset Management first reported a position in Zoom in Q2 2020 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.