BWM
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BAM Wealth Management’s Zoom ZM Stock Holding History

BAM Wealth 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 		$332K Sell
3,852
-639
-14% -$60.4K 0.21% 126
2026
Q1 		$361K Buy
4,491
+421
+10% +$35.3K 0.27% 89
2025
Q4 		$351K Buy
4,070
+185
+5% +$15.6K 0.25% 89
2025
Q3 		$321K Buy
+3,885
New +$303K 0.25% 93

Other funds holding ZM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BAM Wealth Management's ZM Position: Q2 2026 in Review

BAM Wealth Management reduced its Zoom (ZM) stake by 14% in Q2 2026, selling an estimated $60.4K and leaving 3,852 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #126.

BAM Wealth Management first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $361K in Q1 2026. 401 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • BAM Wealth Management held 3,852 shares of Zoom worth $332K as of Q2 2026.
  • BAM Wealth Management sold 639 Zoom shares in Q2 2026, an estimated $60.4K.
  • Zoom made up 0.21% of BAM Wealth Management's portfolio in Q2 2026, its #126 holding.
  • BAM Wealth Management first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Zoom position peaked at $361K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.