CWM
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Concentrum Wealth Management’s Zoom ZM Stock Holding History

Concentrum Wealth 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
2021
Q1 		– Sell
-10,000
Closed -$34K – 60
2020
Q4 		$34K Buy
+10,000
New +$4.46M 0.03% 49

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Concentrum Wealth Management's ZM Position: Q1 2026 in Review

Concentrum Wealth Management reduced its Zoom (ZM) stake by 23% in Q1 2026, selling an estimated $88.8K and leaving 3,593 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #86.

Concentrum Wealth Management first reported a position in ZM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.37M in Q2 2021. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Concentrum Wealth Management held 3,593 shares of Zoom worth $289K as of Q1 2026.
  • Concentrum Wealth Management sold 1,060 Zoom shares in Q1 2026, an estimated $88.8K.
  • Zoom made up 0.09% of Concentrum Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Concentrum Wealth Management first reported a position in Zoom in Q4 2020 and has held it in 22 quarters since.
  • Concentrum Wealth Management's Zoom position peaked at $2.37M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.