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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

IHT Wealth Management's ZM Position: Q1 2026 in Review

IHT Wealth Management increased its Zoom (ZM) stake by 136% in Q1 2026, buying an estimated $274K and bringing the position to 5,668 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #859.

IHT Wealth Management first reported a position in ZM in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.64M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • IHT Wealth Management held 5,668 shares of Zoom worth $456K as of Q1 2026.
  • IHT Wealth Management bought 3,268 Zoom shares in Q1 2026, an estimated $274K.
  • Zoom made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #859 holding.
  • IHT Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 24 quarters since.
  • IHT Wealth Management's Zoom position peaked at $1.64M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.