BFIM
ZM icon

Beese Fulmer Investment Management’s Zoom ZM Stock Holding History

Beese Fulmer Investment Management’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
Q2 		– Sell
-2,542
Closed -$204K – 498
2026
Q1 		$204K Sell
2,542
-2,206
-46% -$185K 0.01% 415
2025
Q4 		$410K Buy
+4,748
New +$400K 0.03% 226

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Beese Fulmer Investment Management's ZM Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Zoom (ZM) in Q2 2026, closing a stake of 2,542 shares — an estimated $204K sold.

Beese Fulmer Investment Management first reported a position in ZM in Q4 2025 and held it in 2 quarters. The position peaked at $410K in Q4 2025. 269 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,542 Zoom shares in Q2 2026, an estimated $204K.
  • Beese Fulmer Investment Management first reported a position in Zoom in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Zoom position peaked at $410K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.