Capstone Wealth Management (Alabama)’s Zoom ZM Stock Holding History

Capstone Wealth Management (Alabama)’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	$314K	Buy	+3,633	New	+$343K	0.15%	110

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s ZM Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Zoom (ZM) in Q2 2026: 3,633 shares worth $314K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings.

303 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Capstone Wealth Management (Alabama) held 3,633 shares of Zoom worth $314K as of Q2 2026.
Zoom was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Zoom made up 0.15% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #110 holding.
303 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.