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	Buy	+533	New	+$50.4K	0.02%	288

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

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

Bullock Wealth Management opened a new position in Zoom (ZM) in Q2 2026: 533 shares worth $48K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings.

860 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.
Zoom was a new Bullock Wealth Management position in Q2 2026.
Zoom made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #288 holding.
860 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.