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Bullock Wealth Management’s Zoom ZM Stock Holding History

Bullock Wealth 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 		$48K Hold
533
– – 0.02% 288
2026
Q1 		$43K Sell
533
-119
-18% -$9.97K 0.02% 286
2025
Q4 		$56.3K Hold
652
– – 0.03% 258
2025
Q3 		$53K Hold
652
– – 0.03% 253
2025
Q2 		$50.6K Hold
652
– – 0.03% 243
2025
Q1 		$48.3K Buy
652
+532
+443% +$42.4K 0.03% 248
2024
Q4 		$9.79K Buy
+120
New +$9.43K 0.01% 394

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

Bullock Wealth Management's ZM Position: Q2 2026 in Review

Bullock Wealth Management held its Zoom (ZM) position steady in Q2 2026 at 533 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #288.

Bullock Wealth Management first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.3K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bullock Wealth Management held 533 shares of Zoom worth $48K as of Q2 2026.
  • Bullock Wealth Management left its Zoom share count unchanged in Q2 2026.
  • Zoom made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Bullock Wealth Management first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Bullock Wealth Management's Zoom position peaked at $56.3K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.