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	-13,900	Closed	-$1.13M	–	3778
2024 Q4	$1.13M	Buy	13,900 +6,100	+78%	+$480K	﹤0.01%	1815
2024 Q3	$542K	Buy	+7,800	New	+$488K	﹤0.01%	2363
2024 Q2	–	Sell	-35,000	Closed	-$2.32M	–	4303
2024 Q1	$2.32M	Buy	+35,000	New	+$2.33M	﹤0.01%	1559
2022 Q4	–	Sell	-35,000	Closed	-$2.74K	–	4336
2022 Q3	$2.74K	Sell	35,000 -165,400	-83%	-$15.7M	﹤0.01%	1661
2022 Q2	$24.1K	Sell	200,400 -314,100	-61%	-$33.1M	0.01%	678
2022 Q1	$63M	Buy	+514,500	New	+$70M	0.03%	392
2021 Q4	–	Sell	-135,700	Closed	-$35M	–	3933
2021 Q3	$35M	Buy	+135,700	New	+$45.8M	0.02%	683
2020 Q3	–	Sell	-17,300	Closed	-$4.66M	–	4961
2020 Q2	$4.66M	Hold	17,300	–	–	﹤0.01%	1200
2020 Q1	$2.11M	Buy	+17,300	New	+$1.71M	﹤0.01%	1404
2019 Q4	–	Sell	-151,500	Closed	-$11.5M	–	5038
2019 Q3	$11.5M	Buy	151,500 +26,500	+21%	+$2.39M	0.01%	824
2019 Q2	$11.1M	Buy	+125,000	New	+$10.3M	0.01%	849

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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.