CIAS
ZM icon

CBIZ Investment Advisory Services’s Zoom ZM Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-56
Closed -$4.83K – 760
2025
Q4 		$4.83K Buy
56
+7
+14% +$589 ﹤0.01% 512
2025
Q3 		$4.04K Sell
49
-15
-23% -$1.17K ﹤0.01% 486
2025
Q2 		$4.99K Buy
64
+28
+78% +$2.17K ﹤0.01% 430
2025
Q1 		$2.66K Buy
36
+28
+350% +$2.23K ﹤0.01% 446
2024
Q4 		$653 Hold
8
– – ﹤0.01% 439
2024
Q3 		$557 Buy
+8
New +$500 ﹤0.01% 382

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CBIZ Investment Advisory Services's ZM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Zoom (ZM) in Q1 2026, closing a stake of 56 shares — an estimated $4.83K sold.

CBIZ Investment Advisory Services first reported a position in ZM in Q3 2024 and held it in 6 quarters. The position peaked at $4.99K in Q2 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 56 Zoom shares in Q1 2026, an estimated $4.83K.
  • CBIZ Investment Advisory Services first reported a position in Zoom in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Zoom position peaked at $4.99K in Q2 2025.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.