BL
ZM icon

BFSG LLC’s Zoom ZM Stock Holding History

BFSG LLC’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 		$864 Sell
10
-40
-80% -$3.78K ﹤0.01% 731
2026
Q1 		$4.02K Hold
50
– – ﹤0.01% 633
2025
Q4 		$4.32K Hold
50
– – ﹤0.01% 603
2025
Q3 		$4.13K Hold
50
– – ﹤0.01% 596
2025
Q2 		$3.9K Hold
50
– – ﹤0.01% 573
2025
Q1 		$3.69K Hold
50
– – ﹤0.01% 571
2024
Q4 		$4.08K Hold
50
– – ﹤0.01% 572
2024
Q3 		$3.49K Hold
50
– – ﹤0.01% 562
2024
Q2 		$2.96K Hold
50
– – ﹤0.01% 557
2024
Q1 		$3.27K Sell
50
-75
-60% -$5K ﹤0.01% 571
2023
Q4 		$8.99K Buy
+125
New +$8.27K ﹤0.01% 465
2021
Q1 		– Sell
-2,130
Closed -$718K – 218
2020
Q4 		$718K Buy
2,130
+231
+12% +$103K 0.12% 147
2020
Q3 		$893K Sell
1,899
-1,431
-43% -$458K 0.17% 109
2020
Q2 		$844K Buy
+3,330
New +$599K 0.18% 96

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BFSG LLC's ZM Position: Q2 2026 in Review

BFSG LLC reduced its Zoom (ZM) stake by 80% in Q2 2026, selling an estimated $3.78K and leaving 10 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #731.

BFSG LLC first reported a position in ZM in Q2 2020 and has held it in 14 quarters since. The position peaked at $893K in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • BFSG LLC held 10 shares of Zoom worth $864 as of Q2 2026.
  • BFSG LLC sold 40 Zoom shares in Q2 2026, an estimated $3.78K.
  • Zoom made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #731 holding.
  • BFSG LLC first reported a position in Zoom in Q2 2020 and has held it in 14 quarters since.
  • BFSG LLC's Zoom position peaked at $893K in Q3 2020.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.