IWM
ZM icon

IHT Wealth Management’s Zoom ZM Stock Holding History

IHT 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
2026
Q2 		$429K Sell
4,972
-696
-12% -$65.8K 0.01% 888
2026
Q1 		$456K Buy
5,668
+3,268
+136% +$274K 0.01% 859
2025
Q4 		$207K Sell
2,400
-188
-7% -$15.8K 0.01% 1129
2025
Q3 		$214K Sell
2,588
-75
-3% -$5.85K 0.01% 1096
2025
Q2 		$208K Buy
+2,663
New +$206K 0.01% 1078
2025
Q1 		– Sell
-2,957
Closed -$241K – 1160
2024
Q4 		$241K Sell
2,957
-412
-12% -$32.4K 0.01% 939
2024
Q3 		$235K Sell
3,369
-3,347
-50% -$209K 0.01% 1024
2024
Q2 		$397K Buy
6,716
+391
+6% +$24K 0.01% 707
2024
Q1 		$413K Sell
6,325
-728
-10% -$48.5K 0.02% 695
2023
Q4 		$507K Buy
7,053
+740
+12% +$48.9K 0.02% 595
2023
Q3 		$442K Buy
6,313
+99
+2% +$6.87K 0.02% 593
2023
Q2 		$422K Sell
6,214
-199
-3% -$13.3K 0.02% 598
2023
Q1 		$474K Sell
6,413
-273
-4% -$19.7K 0.03% 517
2022
Q4 		$453K Sell
6,686
-36
-0.5% -$2.73K 0.03% 517
2022
Q3 		$495K Buy
6,722
+1,456
+28% +$139K 0.04% 459
2022
Q2 		$569K Sell
5,266
-15
-0.3% -$1.58K 0.05% 358
2022
Q1 		$619K Buy
5,281
+94
+2% +$12.8K 0.05% 361
2021
Q4 		$954K Buy
5,187
+778
+18% +$183K 0.07% 271
2021
Q3 		$1.15M Buy
4,409
+320
+8% +$108K 0.09% 223
2021
Q2 		$1.58M Buy
4,089
+116
+3% +$38.6K 0.1% 210
2021
Q1 		$1.28M Buy
3,973
+549
+16% +$202K 0.09% 225
2020
Q4 		$1.16M Sell
3,424
-63
-2% -$28.1K 0.1% 217
2020
Q3 		$1.64M Buy
3,487
+389
+13% +$124K 0.16% 135
2020
Q2 		$785K Sell
3,098
-935
-23% -$168K 0.11% 215
2020
Q1 		$589K Buy
+4,033
New +$398K 0.08% 254

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IHT Wealth Management's ZM Position: Q2 2026 in Review

IHT Wealth Management reduced its Zoom (ZM) stake by 12% in Q2 2026, selling an estimated $65.8K and leaving 4,972 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #888.

IHT Wealth Management first reported a position in ZM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.64M in Q3 2020. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • IHT Wealth Management held 4,972 shares of Zoom worth $429K as of Q2 2026.
  • IHT Wealth Management sold 696 Zoom shares in Q2 2026, an estimated $65.8K.
  • Zoom made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #888 holding.
  • IHT Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 25 quarters since.
  • IHT Wealth Management's Zoom position peaked at $1.64M in Q3 2020.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.