CKW Financial Group’s Zoom ZM Stock Holding History

CKW Financial Group’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	-100	Closed	-$9K	–	188
2025 Q4	$9K	Hold	100	–	–	﹤0.01%	122
2025 Q3	$8K	Hold	100	–	–	﹤0.01%	129
2025 Q2	$8K	Hold	100	–	–	﹤0.01%	132
2025 Q1	$7K	Hold	100	–	–	﹤0.01%	140
2024 Q4	$8K	Hold	100	–	–	﹤0.01%	198
2024 Q3	$7K	Hold	100	–	–	﹤0.01%	184
2024 Q2	$6K	Hold	100	–	–	﹤0.01%	189
2024 Q1	$6K	Hold	100	–	–	﹤0.01%	191
2023 Q4	$7K	Hold	100	–	–	﹤0.01%	195
2023 Q3	$7K	Hold	100	–	–	﹤0.01%	179
2023 Q2	$7K	Hold	100	–	–	﹤0.01%	178
2023 Q1	$7K	Hold	100	–	–	﹤0.01%	167
2022 Q4	$7K	Hold	100	–	–	﹤0.01%	169
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	173
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	162
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	166
2021 Q4	$20K	Sell	100 -375	-79%	-$88.2K	﹤0.01%	171
2021 Q3	$127K	Hold	475	–	–	0.02%	65
2021 Q2	$184K	Hold	475	–	–	0.03%	43
2021 Q1	$153K	Hold	475	–	–	0.03%	49
2020 Q4	$160K	Hold	475	–	–	0.03%	47
2020 Q3	$229K	Buy	475 +375	+375%	+$120K	0.05%	28
2020 Q2	$26K	Buy	+100	New	+$18K	0.01%	116

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CKW Financial Group's ZM Position: Q1 2026 in Review

CKW Financial Group sold out of Zoom (ZM) in Q1 2026, closing a stake of 100 shares — an estimated $9K sold.

CKW Financial Group first reported a position in ZM in Q2 2020 and held it in 23 quarters. The position peaked at $229K in Q3 2020. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

CKW Financial Group reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
CKW Financial Group sold 100 Zoom shares in Q1 2026, an estimated $9K.
CKW Financial Group first reported a position in Zoom in Q2 2020 and held it in 23 quarters.
CKW Financial Group's Zoom position peaked at $229K in Q3 2020.
820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.