BGAI
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Bruce G. Allen Investments’s Zoom ZM Stock Holding History

Bruce G. Allen Investments’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 		$5.26K Hold
61
– – ﹤0.01% 562
2026
Q1 		$4.9K Sell
61
-2
-3% -$168 ﹤0.01% 567
2025
Q4 		$5.44K Sell
63
-15
-19% -$1.26K ﹤0.01% 549
2025
Q3 		$6.43K Buy
78
+17
+28% +$1.33K ﹤0.01% 520
2025
Q2 		$4.76K Sell
61
-94
-61% -$7.27K ﹤0.01% 574
2025
Q1 		$11.4K Buy
155
+47
+44% +$3.75K 0.01% 446
2024
Q4 		$8.81K Buy
108
+47
+77% +$3.69K 0.01% 490
2024
Q3 		$4.25K Sell
61
-16
-21% -$1K ﹤0.01% 605
2024
Q2 		$4.56K Sell
77
-9
-10% -$553 ﹤0.01% 582
2024
Q1 		$5.62K Buy
86
+71
+473% +$4.73K ﹤0.01% 571
2023
Q4 		$1.08K Buy
+15
New +$992 ﹤0.01% 821

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

Bruce G. Allen Investments's ZM Position: Q2 2026 in Review

Bruce G. Allen Investments held its Zoom (ZM) position steady in Q2 2026 at 61 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Bruce G. Allen Investments first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4K in Q1 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bruce G. Allen Investments held 61 shares of Zoom worth $5.26K as of Q2 2026.
  • Bruce G. Allen Investments left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #562 holding.
  • Bruce G. Allen Investments first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Zoom position peaked at $11.4K in Q1 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.