JTWM
ZM icon

Jackson Thornton Wealth Management’s Zoom ZM Stock Holding History

Jackson Thornton 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 		$330K Sell
4,165
-6,125
-60% -$513K 0.03% 162
2025
Q4 		$882K Buy
10,290
+3,163
+44% +$266K 0.08% 64
2025
Q3 		$569K Buy
+7,127
New +$556K 0.06% 83

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

Jackson Thornton Wealth Management's ZM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Zoom (ZM) stake by 60% in Q1 2026, selling an estimated $513K and leaving 4,165 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #162.

Jackson Thornton Wealth Management first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $882K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Jackson Thornton Wealth Management held 4,165 shares of Zoom worth $330K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 6,125 Zoom shares in Q1 2026, an estimated $513K.
  • Zoom made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Jackson Thornton Wealth Management first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Zoom position peaked at $882K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.