Charles Schwab’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $137M | Buy |
1,593,018
+165,933
| +12% | +$15.7M | 0.02% | 617 |
|
|
2026
Q1 | $115M | Buy |
1,427,085
+55,500
| +4% | +$4.65M | 0.02% | 655 |
|
|
2025
Q4 | $118M | Buy |
1,371,585
+30,996
| +2% | +$2.61M | 0.02% | 645 |
|
|
2025
Q3 | $111M | Sell |
1,340,589
-4,164
| -0.3% | -$325K | 0.02% | 659 |
|
|
2025
Q2 | $105M | Sell |
1,344,753
-42,744
| -3% | -$3.3M | 0.02% | 662 |
|
|
2025
Q1 | $102M | Buy |
1,387,497
+20,442
| +1% | +$1.63M | 0.02% | 640 |
|
|
2024
Q4 | $112M | Buy |
1,367,055
+69,612
| +5% | +$5.47M | 0.02% | 601 |
|
|
2024
Q3 | $90.5M | Buy |
1,297,443
+78,940
| +6% | +$4.93M | 0.02% | 716 |
|
|
2024
Q2 | $72.1M | Buy |
1,218,503
+63,941
| +6% | +$3.93M | 0.01% | 811 |
|
|
2024
Q1 | $75.5M | Buy |
1,154,562
+78,937
| +7% | +$5.26M | 0.02% | 757 |
|
|
2023
Q4 | $77.3M | Buy |
1,075,625
+81,215
| +8% | +$5.37M | 0.02% | 688 |
|
|
2023
Q3 | $69.5M | Buy |
994,410
+138,833
| +16% | +$9.64M | 0.02% | 691 |
|
|
2023
Q2 | $58.1M | Buy |
855,577
+53,716
| +7% | +$3.59M | 0.02% | 773 |
|
|
2023
Q1 | $59.2M | Buy |
801,861
+24,818
| +3% | +$1.79M | 0.02% | 723 |
|
|
2022
Q4 | $52.6M | Buy |
777,043
+40,689
| +6% | +$3.09M | 0.02% | 774 |
|
|
2022
Q3 | $54.2M | Buy |
736,354
+3,471
| +0.5% | +$330K | 0.02% | 709 |
|
|
2022
Q2 | $79.1M | Buy |
732,883
+70,166
| +11% | +$7.4M | 0.03% | 543 |
|
|
2022
Q1 | $77.7M | Buy |
662,717
+22,447
| +4% | +$3.05M | 0.02% | 622 |
|
|
2021
Q4 | $118M | Buy |
640,270
+14,891
| +2% | +$3.5M | 0.03% | 471 |
|
|
2021
Q3 | $164M | Buy |
625,379
+19,171
| +3% | +$6.46M | 0.05% | 330 |
|
|
2021
Q2 | $235M | Buy |
606,208
+35,803
| +6% | +$11.9M | 0.08% | 226 |
|
|
2021
Q1 | $183M | Buy |
570,405
+20,098
| +4% | +$7.4M | 0.07% | 265 |
|
|
2020
Q4 | $186M | Buy |
550,307
+49,990
| +10% | +$22.3M | 0.07% | 240 |
|
|
2020
Q3 | $235M | Buy |
500,317
+357,887
| +251% | +$114M | 0.11% | 172 |
|
|
2020
Q2 | $36.1M | Buy |
142,430
+27,212
| +24% | +$4.9M | 0.02% | 777 |
|
|
2020
Q1 | $16.8M | Buy |
115,218
+11,954
| +12% | +$1.18M | 0.01% | 1129 |
|
|
2019
Q4 | $7.03M | Buy |
103,264
+4,193
| +4% | +$289K | ﹤0.01% | 1847 |
|
|
2019
Q3 | $7.55M | Buy |
99,071
+8,682
| +10% | +$782K | ﹤0.01% | 1765 |
|
|
2019
Q2 | $8.03M | Buy |
+90,389
| New | +$7.44M | ﹤0.01% | 1730 |
|
Other funds holding ZM
Charles Schwab's ZM Position: Q2 2026 in Review
Charles Schwab increased its Zoom (ZM) stake by 12% in Q2 2026, buying an estimated $15.7M and bringing the position to 1,593,018 shares worth $137M. The position accounts for 0.02% of the portfolio, ranked #617.
Charles Schwab first reported a position in ZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $235M in Q3 2020. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.
- Charles Schwab held 1,593,018 shares of Zoom worth $137M as of Q2 2026.
- Charles Schwab bought 165,933 Zoom shares in Q2 2026, an estimated $15.7M.
- Zoom made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #617 holding.
- Charles Schwab first reported a position in Zoom in Q2 2019 and has held it in 29 quarters since.
- Charles Schwab's Zoom position peaked at $235M in Q3 2020.
- 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.