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Basepoint Wealth’s Zoom ZM Stock Holding History

Basepoint Wealth’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 		$1.28M Buy
15,902
+4,137
+35% +$346K 0.73% 19
2025
Q4 		$1.02M Sell
11,765
-282
-2% -$23.7K 0.62% 24
2025
Q3 		$994K Sell
12,047
-1,488
-11% -$116K 0.7% 23
2025
Q2 		$1.06M Sell
13,535
-1,610
-11% -$124K 0.82% 22
2025
Q1 		$1.12M Sell
15,145
-865
-5% -$68.9K 0.87% 19
2024
Q4 		$1.31M Sell
16,010
-518
-3% -$40.7K 1.04% 17
2024
Q3 		$1.15M Buy
16,528
+61
+0.4% +$3.81K 0.85% 23
2024
Q2 		$975K Sell
16,467
-74
-0.4% -$4.55K 0.77% 26
2024
Q1 		$1.08M Sell
16,541
-55
-0.3% -$3.67K 0.81% 27
2023
Q4 		$1.19M Sell
16,596
-789
-5% -$52.2K 0.96% 20
2023
Q3 		$1.22M Sell
17,385
-58
-0.3% -$4.03K 0.99% 20
2023
Q2 		$1.18M Buy
17,443
+1,178
+7% +$78.8K 0.98% 22
2023
Q1 		$1.2M Buy
16,265
+2,499
+18% +$180K 1% 20
2022
Q4 		$933K Buy
13,766
+3,438
+33% +$261K 0.83% 27
2022
Q3 		$760K Buy
10,328
+3,304
+47% +$315K 0.81% 29
2022
Q2 		$758K Buy
+7,024
New +$741K 0.79% 28

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Basepoint Wealth's ZM Position: Q1 2026 in Review

Basepoint Wealth increased its Zoom (ZM) stake by 35% in Q1 2026, buying an estimated $346K and bringing the position to 15,902 shares worth $1.28M. The position accounts for 0.73% of the portfolio, ranked #19.

Basepoint Wealth first reported a position in ZM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q4 2024. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Basepoint Wealth held 15,902 shares of Zoom worth $1.28M as of Q1 2026.
  • Basepoint Wealth bought 4,137 Zoom shares in Q1 2026, an estimated $346K.
  • Zoom made up 0.73% of Basepoint Wealth's portfolio in Q1 2026, its #19 holding.
  • Basepoint Wealth first reported a position in Zoom in Q2 2022 and has held it in 16 quarters since.
  • Basepoint Wealth's Zoom position peaked at $1.31M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.