Brookstone Capital Management’s Zoom ZM Stock Holding History

Brookstone Capital 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	$634K	Sell	7,344 -1,369	-16%	-$129K	0.01%	861
2026 Q1	$700K	Buy	8,713 +689	+9%	+$57.7K	0.01%	759
2025 Q4	$692K	Buy	8,024 +170	+2%	+$14.3K	0.01%	750
2025 Q3	$648K	Buy	+7,854	New	+$613K	0.01%	742
2022 Q3	–	Sell	-3,010	Closed	-$361K	–	840
2022 Q2	$361K	Sell	3,010 -425	-12%	-$44.8K	0.01%	602
2022 Q1	$375K	Buy	3,435 +385	+13%	+$52.4K	0.01%	614
2021 Q4	$523K	Buy	3,050 +134	+5%	+$31.5K	0.01%	514
2021 Q3	$776K	Sell	2,916 -211	-7%	-$71.1K	0.01%	427
2021 Q2	$1.18M	Buy	3,127 +2,227	+247%	+$742K	0.02%	345
2021 Q1	$289K	Buy	900 +248	+38%	+$91.3K	0.01%	408
2020 Q4	$220K	Sell	652 -87	-12%	-$38.8K	0.01%	424
2020 Q3	$347K	Buy	+739	New	+$236K	0.02%	317

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Brookstone Capital Management's ZM Position: Q2 2026 in Review

Brookstone Capital Management reduced its Zoom (ZM) stake by 16% in Q2 2026, selling an estimated $129K and leaving 7,344 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #861.

Brookstone Capital Management first reported a position in ZM in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2021. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Brookstone Capital Management held 7,344 shares of Zoom worth $634K as of Q2 2026.
Brookstone Capital Management sold 1,369 Zoom shares in Q2 2026, an estimated $129K.
Zoom made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #861 holding.
Brookstone Capital Management first reported a position in Zoom in Q3 2020 and has held it in 12 quarters since.
Brookstone Capital Management's Zoom position peaked at $1.18M in Q2 2021.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.