Beacon Capital Management LLC (Tennessee)’s Zoom ZM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-30	Closed	-$2.34K	–	1051
2025 Q2	$2.34K	Buy	30 +15	+100%	+$1.16K	﹤0.01%	881
2025 Q1	$1.11K	Hold	15	–	–	﹤0.01%	1025
2024 Q4	$1.22K	Hold	15	–	–	﹤0.01%	964
2024 Q3	$1.05K	Hold	15	–	–	﹤0.01%	1106
2024 Q2	$888	Hold	15	–	–	﹤0.01%	957
2024 Q1	$981	Hold	15	–	–	﹤0.01%	959
2023 Q4	$1.05K	Hold	15	–	–	﹤0.01%	871
2023 Q3	$1.02K	Hold	15	–	–	﹤0.01%	922
2023 Q2	$1.02K	Sell	15 -10	-40%	-$669	﹤0.01%	922
2023 Q1	$1.85K	Hold	25	–	–	﹤0.01%	772
2022 Q4	$1.69K	Buy	25 +10	+67%	+$760	﹤0.01%	822
2022 Q3	$2K	Sell	15 -20	-57%	-$1.9K	﹤0.01%	772
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	698
2022 Q1	$4K	Buy	+35	New	+$4.76K	﹤0.01%	699

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ZM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Zoom (ZM) in Q3 2025, closing a stake of 30 shares — an estimated $2.34K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ZM in Q1 2022 and held it in 14 quarters. The position peaked at $4K in Q2 2022. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 30 Zoom shares in Q3 2025, an estimated $2.34K.
Beacon Capital Management LLC (Tennessee) first reported a position in Zoom in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Zoom position peaked at $4K in Q2 2022.
754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.