Grimes & Company’s Zoom ZM Stock Holding History

Grimes & Company’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	$3.55M	Sell	41,105 -2,601	-6%	-$246K	0.08%	158
2026 Q1	$3.51M	Sell	43,706 -5,877	-12%	-$492K	0.1%	138
2025 Q4	$4.28M	Sell	49,583 -124,775	-72%	-$10.5M	0.1%	123
2025 Q3	$14.4M	Sell	174,358 -25,474	-13%	-$1.99M	0.36%	56
2025 Q2	$15.6M	Sell	199,832 -7,610	-4%	-$588K	0.42%	53
2025 Q1	$15.3M	Sell	207,442 -3,805	-2%	-$303K	0.47%	52
2024 Q4	$17.2M	Sell	211,247 -5,258	-2%	-$413K	0.5%	48
2024 Q3	$15.1M	Sell	216,505 -4,560	-2%	-$285K	0.41%	55
2024 Q2	$13.1M	Buy	221,065 +53,553	+32%	+$3.29M	0.39%	61
2024 Q1	$11M	Buy	167,512 +4,473	+3%	+$298K	0.34%	71
2023 Q4	$11.7M	Buy	163,039 +1,382	+0.9%	+$91.4K	0.39%	59
2023 Q3	$11.3M	Buy	161,657 +8,145	+5%	+$565K	0.44%	55
2023 Q2	$10.4M	Buy	+153,512	New	+$10.3M	0.37%	60

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Grimes & Company's ZM Position: Q2 2026 in Review

Grimes & Company reduced its Zoom (ZM) stake by 6% in Q2 2026, selling an estimated $246K and leaving 41,105 shares worth $3.55M. The position accounts for 0.08% of the portfolio, ranked #158.

Grimes & Company first reported a position in ZM in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.2M in Q4 2024. 288 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Grimes & Company held 41,105 shares of Zoom worth $3.55M as of Q2 2026.
Grimes & Company sold 2,601 Zoom shares in Q2 2026, an estimated $246K.
Zoom made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #158 holding.
Grimes & Company first reported a position in Zoom in Q2 2023 and has held it in 13 quarters since.
Grimes & Company's Zoom position peaked at $17.2M in Q4 2024.
288 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.