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Bogart Wealth LLC’s Zoom ZM Stock Holding History

Bogart Wealth 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 		$3.45K Buy
40
+26
+186% +$2.46K ﹤0.01% 1314
2026
Q1 		$1.13K Sell
14
-23
-62% -$1.93K ﹤0.01% 1415
2025
Q4 		$3.19K Buy
37
+12
+48% +$1.01K ﹤0.01% 1093
2025
Q3 		$2.06K Buy
25
+12
+92% +$936 ﹤0.01% 1147
2025
Q2 		$1.01K Sell
13
-4
-24% -$309 ﹤0.01% 1224
2025
Q1 		$1.25K Buy
17
+11
+183% +$877 ﹤0.01% 1149
2024
Q4 		$490 Buy
+6
New +$472 ﹤0.01% 1277
2024
Q2 		– Sell
-15
Closed -$981 – 1182
2024
Q1 		$981 Hold
15
– – ﹤0.01% 968
2023
Q4 		$1.08K Hold
15
– – ﹤0.01% 955
2023
Q3 		$1.05K Hold
15
– – ﹤0.01% 954
2023
Q2 		$1.02K Sell
15
-39
-72% -$2.61K ﹤0.01% 945
2023
Q1 		$3.99K Buy
54
+29
+116% +$2.09K ﹤0.01% 764
2022
Q4 		$1.69K Sell
25
-99
-80% -$7.52K ﹤0.01% 806
2022
Q3 		$9K Sell
124
-4
-3% -$381 ﹤0.01% 579
2022
Q2 		$14K Buy
128
+3
+2% +$316 ﹤0.01% 486
2022
Q1 		$15K Sell
125
-6,302
-98% -$857K ﹤0.01% 436
2021
Q4 		$1.18M Sell
6,427
-1,342
-17% -$316K 0.11% 107
2021
Q3 		$2.03M Buy
7,769
+2,424
+45% +$817K 0.21% 92
2021
Q2 		$2.07M Buy
5,345
+1,780
+50% +$593K 0.23% 75
2021
Q1 		$1.15M Buy
3,565
+1,372
+63% +$505K 0.16% 99
2020
Q4 		$739K Buy
+2,193
New +$978K 0.14% 99

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's ZM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Zoom (ZM) stake by 186% in Q2 2026, buying an estimated $2.46K and bringing the position to 40 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Bogart Wealth LLC first reported a position in ZM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.07M in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bogart Wealth LLC held 40 shares of Zoom worth $3.45K as of Q2 2026.
  • Bogart Wealth LLC bought 26 Zoom shares in Q2 2026, an estimated $2.46K.
  • Zoom made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1314 holding.
  • Bogart Wealth LLC first reported a position in Zoom in Q4 2020 and has held it in 21 quarters since.
  • Bogart Wealth LLC's Zoom position peaked at $2.07M in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.