Brown, Lisle/Cummings’s Zoom ZM Stock Holding History

Brown, Lisle/Cummings’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	$19.4K	Hold	225	–	–	﹤0.01%	517
2026 Q1	$18.1K	Hold	225	–	–	﹤0.01%	487
2025 Q4	$19.4K	Hold	225	–	–	﹤0.01%	434
2025 Q3	$18.6K	Hold	225	–	–	﹤0.01%	434
2025 Q2	$17.5K	Hold	225	–	–	﹤0.01%	434
2025 Q1	$16.6K	Hold	225	–	–	﹤0.01%	433
2024 Q4	$18.4K	Sell	225 -31	-12%	-$2.44K	0.01%	427
2024 Q3	$17.9K	Sell	256 -41	-14%	-$2.56K	0.01%	403
2024 Q2	$17.6K	Buy	297 +72	+32%	+$4.42K	0.01%	395
2024 Q1	$14.7K	Hold	225	–	–	0.01%	397
2023 Q4	$16.2K	Hold	225	–	–	0.01%	384
2023 Q3	$15.7K	Hold	225	–	–	0.01%	359
2023 Q2	$15.3K	Hold	225	–	–	0.01%	363
2023 Q1	$16.6K	Hold	225	–	–	0.01%	349
2022 Q4	$15.2K	Hold	225	–	–	0.01%	340
2022 Q3	$16.6K	Hold	225	–	–	0.01%	334
2022 Q2	$24.3K	Hold	225	–	–	0.01%	309
2022 Q1	$26.4K	Hold	225	–	–	0.01%	318
2021 Q4	$41.4K	Buy	+225	New	+$52.9K	0.02%	281

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

Brown, Lisle/Cummings's ZM Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Zoom (ZM) position steady in Q2 2026 at 225 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Brown, Lisle/Cummings first reported a position in ZM in Q4 2021 and has held it in 19 quarters since. The position peaked at $41.4K in Q4 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Brown, Lisle/Cummings held 225 shares of Zoom worth $19.4K as of Q2 2026.
Brown, Lisle/Cummings left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #517 holding.
Brown, Lisle/Cummings first reported a position in Zoom in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's Zoom position peaked at $41.4K in Q4 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.