CSM Advisors’s Zoom ZM Stock Holding History

CSM Advisors’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	$24.3M	Buy	281,078 +49,976	+22%	+$4.72M	0.52%	47
2026 Q1	$18.6M	Sell	231,102 -29,726	-11%	-$2.49M	0.46%	57
2025 Q4	$22.5M	Buy	260,828 +61,636	+31%	+$5.19M	0.61%	49
2025 Q3	$16.4M	Buy	+199,192	New	+$15.5M	0.46%	64

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

CSM Advisors's ZM Position: Q2 2026 in Review

CSM Advisors increased its Zoom (ZM) stake by 22% in Q2 2026, buying an estimated $4.72M and bringing the position to 281,078 shares worth $24.3M. The position accounts for 0.52% of the portfolio, ranked #47.

CSM Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

CSM Advisors held 281,078 shares of Zoom worth $24.3M as of Q2 2026.
CSM Advisors bought 49,976 Zoom shares in Q2 2026, an estimated $4.72M.
Zoom made up 0.52% of CSM Advisors's portfolio in Q2 2026, its #47 holding.
CSM Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.