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Larson Financial Group’s Zoom ZM Stock Holding History

Larson Financial Group’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 		$265K Buy
3,074
+399
+15% +$37.7K 0.01% 738
2026
Q1 		$215K Buy
2,675
+721
+37% +$60.4K 0.01% 696
2025
Q4 		$169K Buy
1,954
+1,407
+257% +$118K 0.01% 747
2025
Q3 		$45.1K Sell
547
-238
-30% -$18.6K ﹤0.01% 1203
2025
Q2 		$61.2K Buy
785
+349
+80% +$27K ﹤0.01% 1001
2025
Q1 		$32.2K Buy
436
+58
+15% +$4.62K ﹤0.01% 1187
2024
Q4 		$30.8K Sell
378
-148
-28% -$11.6K ﹤0.01% 1057
2024
Q3 		$36.7K Buy
526
+5
+1% +$313 ﹤0.01% 997
2024
Q2 		$30.8K Sell
521
-1,419
-73% -$87.2K ﹤0.01% 933
2024
Q1 		$127K Buy
1,940
+1,490
+331% +$99.3K 0.01% 498
2023
Q4 		$32.4K Sell
450
-2,265
-83% -$150K ﹤0.01% 739
2023
Q3 		$190K Buy
2,715
+553
+26% +$38.4K 0.02% 334
2023
Q2 		$147K Buy
2,162
+191
+10% +$12.8K 0.01% 369
2023
Q1 		$146K Buy
1,971
+104
+6% +$7.49K 0.02% 365
2022
Q4 		$126K Sell
1,867
-1,679
-47% -$128K 0.02% 374
2022
Q3 		$261K Buy
3,546
+1,407
+66% +$134K 0.04% 240
2022
Q2 		$231K Buy
2,139
+1,537
+255% +$162K 0.04% 171
2022
Q1 		$71K Buy
602
+15
+3% +$2.04K 0.01% 326
2021
Q4 		$108K Buy
587
+457
+352% +$107K 0.02% 261
2021
Q3 		$34K Sell
130
-36
-22% -$12.1K 0.01% 365
2021
Q2 		$64K Sell
166
-22
-12% -$7.33K 0.01% 237
2021
Q1 		$60K Sell
188
-11
-6% -$4.05K 0.02% 226
2020
Q4 		$67K Buy
199
+11
+6% +$4.9K 0.02% 177
2020
Q3 		$88K Buy
188
+36
+24% +$11.5K 0.04% 139
2020
Q2 		$39K Sell
152
-178
-54% -$32K 0.02% 213
2020
Q1 		$48K Buy
+330
New +$32.6K 0.03% 160

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

Larson Financial Group's ZM Position: Q2 2026 in Review

Larson Financial Group increased its Zoom (ZM) stake by 15% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,074 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #738.

Larson Financial Group first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Larson Financial Group held 3,074 shares of Zoom worth $265K as of Q2 2026.
  • Larson Financial Group bought 399 Zoom shares in Q2 2026, an estimated $37.7K.
  • Zoom made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #738 holding.
  • Larson Financial Group first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.