BAM Wealth Management
ZM icon

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
Q3 		$483K Buy
5,326
+1,474
+38% +$140K 0.26% 99
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BAM Wealth Management's ZM Position: Q3 2026 in Review

BAM Wealth Management increased its Zoom (ZM) stake by 38% in Q3 2026, buying an estimated $140K and bringing the position to 5,326 shares worth $483K. The position accounts for 0.26% of the portfolio, ranked #99.

BAM Wealth Management first reported a position in ZM in Q3 2025 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • BAM Wealth Management held 5,326 shares of Zoom worth $483K as of Q3 2026.
  • BAM Wealth Management bought 1,474 Zoom shares in Q3 2026, an estimated $140K.
  • Zoom made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #99 holding.
  • BAM Wealth Management first reported a position in Zoom in Q3 2025 and has held it in 5 quarters since.
  • 497 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.