JTWM
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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
Q2 		$429K Buy
4,975
+810
+19% +$76.6K 0.03% 176
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 $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

Jackson Thornton Wealth Management's ZM Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Zoom (ZM) stake by 19% in Q2 2026, buying an estimated $76.6K and bringing the position to 4,975 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #176.

Jackson Thornton Wealth Management first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $882K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,975 shares of Zoom worth $429K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 810 Zoom shares in Q2 2026, an estimated $76.6K.
  • Zoom made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Jackson Thornton Wealth Management first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Zoom position peaked at $882K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.