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Brand Asset Management Group’s Zoom ZM Stock Holding History

Brand Asset Management Group’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 		– Sell
-3,024
Closed -$261K – 215
2025
Q4 		$261K Buy
3,024
+358
+13% +$30.1K 0.07% 143
2025
Q3 		$220K Buy
+2,666
New +$208K 0.06% 152

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brand Asset Management Group's ZM Position: Q1 2026 in Review

Brand Asset Management Group sold out of Zoom (ZM) in Q1 2026, closing a stake of 3,024 shares — an estimated $261K sold.

Brand Asset Management Group first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $261K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Brand Asset Management Group reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Brand Asset Management Group sold 3,024 Zoom shares in Q1 2026, an estimated $261K.
  • Brand Asset Management Group first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
  • Brand Asset Management Group's Zoom position peaked at $261K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.