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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return