FFM
ZM icon

Forum Financial Management’s Zoom ZM Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-6,534
Closed -$564K – 1009
2025
Q4 		$564K Hold
6,534
– – 0.01% 422
2025
Q3 		$539K Sell
6,534
-837
-11% -$65.3K 0.01% 429
2025
Q2 		$575K Buy
7,371
+3,111
+73% +$241K 0.01% 366
2025
Q1 		$314K Buy
4,260
+39
+0.9% +$3.11K 0.01% 571
2024
Q4 		$345K Buy
+4,221
New +$332K 0.01% 533

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forum Financial Management's ZM Position: Q1 2026 in Review

Forum Financial Management sold out of Zoom (ZM) in Q1 2026, closing a stake of 6,534 shares — an estimated $564K sold.

Forum Financial Management first reported a position in ZM in Q4 2024 and held it in 5 quarters. The position peaked at $575K in Q2 2025. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Forum Financial Management reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,534 Zoom shares in Q1 2026, an estimated $564K.
  • Forum Financial Management first reported a position in Zoom in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Zoom position peaked at $575K in Q2 2025.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.