Janney Montgomery Scott
ZM icon

Janney Montgomery Scott’s Zoom ZM Stock Holding History

Janney Montgomery Scott’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 		$1.21M Buy
14,987
+2,037
+16% +$171K ﹤0.01% 1549
2025
Q4 		$1.12M Sell
12,950
-5,656
-30% -$476K ﹤0.01% 1662
2025
Q3 		$1.53M Buy
18,606
+132
+0.7% +$10.3K ﹤0.01% 1450
2025
Q2 		$1.44M Sell
18,474
-4,232
-19% -$327K ﹤0.01% 1371
2025
Q1 		$1.68M Buy
22,706
+4,106
+22% +$327K ﹤0.01% 1243
2024
Q4 		$1.52M Buy
18,600
+5
+0% +$393 ﹤0.01% 1311
2024
Q3 		$1.3M Buy
18,595
+2,800
+18% +$175K ﹤0.01% 1361
2024
Q2 		$935K Buy
15,795
+6,391
+68% +$393K ﹤0.01% 1486
2024
Q1 		$615K Sell
9,404
-1,435
-13% -$95.6K ﹤0.01% 1824
2023
Q4 		$780K Buy
+10,839
New +$717K ﹤0.01% 1599
2023
Q3 		– Sell
-10,669
Closed -$724K – 2779
2023
Q2 		$724K Buy
10,669
+305
+3% +$20.4K ﹤0.01% 1616
2023
Q1 		$765K Buy
10,364
+198
+2% +$14.3K ﹤0.01% 1475
2022
Q4 		$689K Sell
10,166
-760
-7% -$57.7K ﹤0.01% 1563
2022
Q3 		$804K Buy
10,926
+4,386
+67% +$418K ﹤0.01% 1419
2022
Q2 		$731K Buy
6,540
+690
+12% +$72.8K ﹤0.01% 1400
2022
Q1 		$686K Buy
5,850
+348
+6% +$47.3K ﹤0.01% 1457
2021
Q4 		$1.01M Sell
5,502
-3,494
-39% -$822K ﹤0.01% 1323
2021
Q3 		$2.35M Buy
8,996
+246
+3% +$82.9K 0.01% 875
2021
Q2 		$3.39M Sell
8,750
-755
-8% -$251K 0.01% 720
2021
Q1 		$3.05M Buy
9,505
+5,024
+112% +$1.85M 0.01% 719
2020
Q4 		$1.51M Buy
4,481
+798
+22% +$356K 0.01% 979
2020
Q3 		$1.73M Buy
3,683
+431
+13% +$138K 0.01% 851
2020
Q2 		$825K Sell
3,252
-2,335
-42% -$420K 0.01% 1129
2020
Q1 		$816K Buy
+5,587
New +$551K 0.01% 1009

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

Janney Montgomery Scott's ZM Position: Q1 2026 in Review

Janney Montgomery Scott increased its Zoom (ZM) stake by 16% in Q1 2026, buying an estimated $171K and bringing the position to 14,987 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Janney Montgomery Scott first reported a position in ZM in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.39M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Janney Montgomery Scott held 14,987 shares of Zoom worth $1.21M as of Q1 2026.
  • Janney Montgomery Scott bought 2,037 Zoom shares in Q1 2026, an estimated $171K.
  • Zoom made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1549 holding.
  • Janney Montgomery Scott first reported a position in Zoom in Q1 2020 and has held it in 24 quarters since.
  • Janney Montgomery Scott's Zoom position peaked at $3.39M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.