EW
ZM icon

Evoke Wealth’s Zoom ZM Stock Holding History

Evoke Wealth’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 		$961K Sell
11,960
-1,091
-8% -$91.4K 0.02% 284
2025
Q4 		$1.13M Buy
13,051
+2,101
+19% +$177K 0.02% 250
2025
Q3 		$903K Buy
10,950
+2,814
+35% +$220K 0.02% 268
2025
Q2 		$634K Buy
8,136
+1,479
+22% +$114K 0.01% 296
2025
Q1 		$491K Buy
6,657
+22
+0.3% +$1.75K 0.01% 275
2024
Q4 		$541K Buy
6,635
+1,242
+23% +$97.6K 0.02% 254
2024
Q3 		$376K Buy
+5,393
New +$337K 0.01% 302
2024
Q2 		– Sell
-5,269
Closed -$344K – 408
2024
Q1 		$344K Buy
+5,269
New +$351K 0.01% 310
2023
Q4 		– Sell
-4,894
Closed -$342K – 379
2023
Q3 		$342K Sell
4,894
-618
-11% -$42.9K 0.01% 276
2023
Q2 		$374K Buy
5,512
+34
+0.6% +$2.27K 0.01% 253
2023
Q1 		$404K Sell
5,478
-28
-0.5% -$2.02K 0.01% 239
2022
Q4 		$373K Buy
5,506
+25
+0.5% +$1.9K 0.01% 251
2022
Q3 		$403K Sell
5,481
-1,490
-21% -$142K 0.02% 232
2022
Q2 		$753K Buy
6,971
+3
+0% +$316 0.03% 182
2022
Q1 		$817K Buy
6,968
+70
+1% +$9.52K 0.03% 195
2021
Q4 		$1.27M Hold
6,898
– – 0.04% 154
2021
Q3 		$1.8M Hold
6,898
– – 0.07% 126
2021
Q2 		$2.67M Sell
6,898
-16
-0.2% -$5.33K 0.1% 108
2021
Q1 		$2.22M Buy
6,914
+6,311
+1,047% +$2.32M 0.1% 109
2020
Q4 		$203K Sell
603
-25
-4% -$11.1K 0.01% 232
2020
Q3 		$295K Buy
628
+328
+109% +$105K 0.02% 175
2020
Q2 		$76K Sell
300
-8,342
-97% -$1.5M 0.01% 305
2020
Q1 		$1.26M Buy
8,642
+7,658
+778% +$756K 0.18% 45
2019
Q4 		$67K Buy
+984
New +$67.7K 0.01% 362

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

Evoke Wealth's ZM Position: Q1 2026 in Review

Evoke Wealth reduced its Zoom (ZM) stake by 8.4% in Q1 2026, selling an estimated $91.4K and leaving 11,960 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #284.

Evoke Wealth first reported a position in ZM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.67M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Evoke Wealth held 11,960 shares of Zoom worth $961K as of Q1 2026.
  • Evoke Wealth sold 1,091 Zoom shares in Q1 2026, an estimated $91.4K.
  • Zoom made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #284 holding.
  • Evoke Wealth first reported a position in Zoom in Q4 2019 and has held it in 24 quarters since.
  • Evoke Wealth's Zoom position peaked at $2.67M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.