Glass Jacobson Investment Advisors’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$432 Hold
5
– – ﹤0.01% 594
2026
Q1
$402 Hold
5
– – ﹤0.01% 584
2025
Q4
$432 Hold
5
– – ﹤0.01% 562
2025
Q3
$413 Hold
5
– – ﹤0.01% 562
2025
Q2
$390 Hold
5
– – ﹤0.01% 543
2025
Q1
$409 Hold
5
– – ﹤0.01% 815
2024
Q4
$409 Hold
5
– – ﹤0.01% 815
2024
Q3
$349 Hold
5
– – ﹤0.01% 738
2024
Q2
$296 Hold
5
– – ﹤0.01% 736
2024
Q1
$327 Buy
5
+3
+150% +$200 ﹤0.01% 727
2023
Q4
$144 Sell
2
-35
-95% -$2.31K ﹤0.01% 697
2023
Q3
$2.59K Hold
37
– – ﹤0.01% 618
2023
Q2
$2.51K Buy
+37
New +$2.47K ﹤0.01% 627
2022
Q4
$2.51K Buy
+37
New +$2.81K ﹤0.01% 653

Other funds holding ZM

Glass Jacobson Investment Advisors's ZM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Zoom (ZM) position steady in Q2 2026 at 5 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Glass Jacobson Investment Advisors first reported a position in ZM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.59K in Q3 2023. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Glass Jacobson Investment Advisors held 5 shares of Zoom worth $432 as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #594 holding.
  • Glass Jacobson Investment Advisors first reported a position in Zoom in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Zoom position peaked at $2.59K in Q3 2023.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.