Burns Matteson Capital Management’s Zoom ZM Stock Holding History

Burns Matteson Capital 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	$610K	Buy	+7,067	New	+$668K	0.19%	89
2025 Q2	–	Sell	-5,801	Closed	-$428K	–	221
2025 Q1	$428K	Buy	5,801 +177	+3%	+$14.1K	0.23%	87
2024 Q4	$459K	Sell	5,624 -74	-1%	-$5.82K	0.26%	77
2024 Q3	$397K	Buy	+5,698	New	+$356K	0.22%	80
2022 Q3	–	Sell	-6,117	Closed	-$660K	–	149
2022 Q2	$660K	Buy	6,117 +3,149	+106%	+$332K	0.46%	59
2022 Q1	$348K	Buy	2,968 +489	+20%	+$66.5K	0.24%	90
2021 Q4	$456K	Buy	2,479 +787	+47%	+$185K	0.31%	92
2021 Q3	$442K	Buy	+1,692	New	+$570K	0.34%	72

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

Burns Matteson Capital Management's ZM Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Zoom (ZM) in Q2 2026: 7,067 shares worth $610K. The stake represents 0.19% of the portfolio and ranks #89 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in ZM as recently as Q1 2025.

Burns Matteson Capital Management first reported a position in ZM in Q3 2021 and has held it in 8 quarters since. The position peaked at $660K in Q2 2022. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Burns Matteson Capital Management held 7,067 shares of Zoom worth $610K as of Q2 2026.
Zoom was a new Burns Matteson Capital Management position in Q2 2026.
Zoom made up 0.19% of Burns Matteson Capital Management's portfolio in Q2 2026, its #89 holding.
Burns Matteson Capital Management first reported a position in Zoom in Q3 2021 and has held it in 8 quarters since.
Burns Matteson Capital Management's Zoom position peaked at $660K in Q2 2022.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.