HWM
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Hohimer Wealth Management’s Zoom ZM Stock Holding History

Hohimer Wealth 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
2025
Q3 		– Sell
-49,586
Closed -$3.87M – 378
2025
Q2 		$3.87M Sell
49,586
-183
-0.4% -$14.1K 0.69% 46
2025
Q1 		$3.67M Buy
49,769
+19
+0% +$1.51K 0.72% 49
2024
Q4 		$4.06M Buy
49,750
+212
+0.4% +$16.7K 0.76% 41
2024
Q3 		$3.45M Buy
49,538
+260
+0.5% +$16.3K 0.74% 56
2024
Q2 		$2.92M Buy
49,278
+9,512
+24% +$584K 0.68% 63
2024
Q1 		$2.6M Buy
+39,766
New +$2.65M 0.61% 62

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hohimer Wealth Management's ZM Position: Q3 2025 in Review

Hohimer Wealth Management sold out of Zoom (ZM) in Q3 2025, closing a stake of 49,586 shares — an estimated $3.87M sold.

Hohimer Wealth Management first reported a position in ZM in Q1 2024 and held it in 6 quarters. The position peaked at $4.06M in Q4 2024. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Hohimer Wealth Management reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 49,586 Zoom shares in Q3 2025, an estimated $3.87M.
  • Hohimer Wealth Management first reported a position in Zoom in Q1 2024 and held it in 6 quarters.
  • Hohimer Wealth Management's Zoom position peaked at $4.06M in Q4 2024.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Hohimer Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.