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Inlight Wealth Management’s Zoom ZM Stock Holding History

Inlight 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 		– Sell
-46
Closed -$3.97K – 227
2025
Q4 		$3.97K Hold
46
– – ﹤0.01% 190
2025
Q3 		$3.79K Hold
46
– – ﹤0.01% 203
2025
Q2 		$3.59K Hold
46
– – ﹤0.01% 202
2025
Q1 		$3.39K Buy
+46
New +$3.67K ﹤0.01% 225

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Inlight Wealth Management sold out of Zoom (ZM) in Q1 2026, closing a stake of 46 shares — an estimated $3.97K sold.

Inlight Wealth Management first reported a position in ZM in Q1 2025 and held it in 4 quarters. The position peaked at $3.97K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Inlight Wealth Management reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 46 Zoom shares in Q1 2026, an estimated $3.97K.
  • Inlight Wealth Management first reported a position in Zoom in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's Zoom position peaked at $3.97K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.