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
2025
Q1 		– Sell
-800
Closed -$65.3K – 3777
2024
Q4 		$65.3K Hold
800
– – ﹤0.01% 3051
2024
Q3 		$55.6K Buy
+800
New +$50K ﹤0.01% 3388
2020
Q3 		– Sell
-9,500
Closed -$2.56M – 4960
2020
Q2 		$2.56M Buy
+9,500
New +$1.71M ﹤0.01% 1517
2019
Q3 		– Sell
-125,000
Closed -$11.1M – 5028
2019
Q2 		$11.1M Buy
+125,000
New +$10.3M 0.01% 848

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.