Frank Rimerman Advisors’s Zoom ZM Stock Holding History

Frank Rimerman 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 Q1	–	Sell	-4,014	Closed	-$346K	–	648
2025 Q4	$346K	Buy	4,014 +329	+9%	+$27.7K	0.02%	468
2025 Q3	$304K	Buy	+3,685	New	+$287K	0.02%	484

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 $3.37T AUM 44.26% 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

Frank Rimerman Advisors's ZM Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 4,014 shares — an estimated $346K sold.

Frank Rimerman Advisors first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $346K in Q4 2025. 819 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Frank Rimerman Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 4,014 Zoom shares in Q1 2026, an estimated $346K.
Frank Rimerman Advisors first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
Frank Rimerman Advisors's Zoom position peaked at $346K in Q4 2025.
819 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.