Bank of Montreal
ZM icon

Bank of Montreal’s Zoom ZM Stock Holding History

Bank of Montreal’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 		$989K Buy
12,301
+1,338
+12% +$112K ﹤0.01% 2042
2025
Q4 		$946K Buy
10,963
+2,918
+36% +$246K ﹤0.01% 2008
2025
Q3 		$664K Sell
8,045
-1,125
-12% -$87.8K ﹤0.01% 2137
2025
Q2 		$715K Buy
9,170
+698
+8% +$54K ﹤0.01% 2074
2025
Q1 		$625K Buy
8,472
+105
+1% +$8.37K ﹤0.01% 2055
2024
Q4 		$683K Buy
8,367
+1,750
+26% +$138K ﹤0.01% 2055
2024
Q3 		$460K Sell
6,617
-23,788
-78% -$1.49M ﹤0.01% 2481
2024
Q2 		$1.87M Sell
30,405
-559,609
-95% -$34.4M ﹤0.01% 1697
2024
Q1 		$39.1M Buy
590,014
+176,272
+43% +$11.7M 0.01% 516
2023
Q4 		$30.3M Buy
413,742
+335,150
+426% +$22.2M 0.01% 635
2023
Q3 		$5.64M Sell
78,592
-31,037
-28% -$2.15M ﹤0.01% 1226
2023
Q2 		$7.71M Sell
109,629
-33,151
-23% -$2.22M ﹤0.01% 1134
2023
Q1 		$10.6M Buy
142,780
+91,635
+179% +$6.6M ﹤0.01% 924
2022
Q4 		$4.15M Sell
51,145
-7,166
-12% -$544K ﹤0.01% 1394
2022
Q3 		$4.57K Sell
58,311
-245,681
-81% -$23.4M ﹤0.01% 1397
2022
Q2 		$36.5K Sell
303,992
-307,898
-50% -$32.5M 0.02% 533
2022
Q1 		$74.9M Sell
611,890
-494,775
-45% -$67.3M 0.04% 338
2021
Q4 		$212M Buy
1,106,665
+649,035
+142% +$153M 0.11% 148
2021
Q3 		$118M Buy
457,630
+405,902
+785% +$137M 0.05% 292
2021
Q2 		$20.4M Buy
51,728
+5,773
+13% +$1.92M 0.01% 892
2021
Q1 		$15.2M Buy
45,955
+6,095
+15% +$2.24M 0.01% 795
2020
Q4 		$13.5M Buy
39,860
+20,033
+101% +$8.93M 0.01% 876
2020
Q3 		$9.48M Sell
19,827
-3,533
-15% -$1.13M 0.01% 885
2020
Q2 		$6.29M Buy
23,360
+17,248
+282% +$3.1M 0.01% 1060
2020
Q1 		$746K Buy
6,112
+5,392
+749% +$532K ﹤0.01% 1815
2019
Q4 		$49K Sell
720
-154,815
-100% -$10.7M ﹤0.01% 3851
2019
Q3 		$11.9M Buy
155,535
+148,058
+1,980% +$13.3M 0.01% 811
2019
Q2 		$664K Buy
+7,477
New +$615K ﹤0.01% 2264

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank of Montreal's ZM Position: Q1 2026 in Review

Bank of Montreal increased its Zoom (ZM) stake by 12% in Q1 2026, buying an estimated $112K and bringing the position to 12,301 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Bank of Montreal first reported a position in ZM in Q2 2019 and has held it in 28 quarters since. The position peaked at $212M in Q4 2021. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Bank of Montreal held 12,301 shares of Zoom worth $989K as of Q1 2026.
  • Bank of Montreal bought 1,338 Zoom shares in Q1 2026, an estimated $112K.
  • Zoom made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2042 holding.
  • Bank of Montreal first reported a position in Zoom in Q2 2019 and has held it in 28 quarters since.
  • Bank of Montreal's Zoom position peaked at $212M in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.