Legacy Financial Advisors’s Zoom ZM Stock Holding History

Legacy Financial Advisors’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	$456K	Sell	5,674 -2,701	-32%	-$226K	0.06%	249
2025 Q4	$723K	Buy	8,375 +3,313	+65%	+$279K	0.1%	171
2025 Q3	$418K	Buy	5,062 +1,062	+27%	+$82.9K	0.06%	255
2025 Q2	$312K	Hold	4,000	–	–	0.05%	268
2025 Q1	$295K	Hold	4,000	–	–	0.05%	275
2024 Q4	$326K	Hold	4,000	–	–	0.05%	260
2024 Q3	$279K	Hold	4,000	–	–	0.05%	286
2024 Q2	$237K	Hold	4,000	–	–	0.04%	297
2024 Q1	$261K	Hold	4,000	–	–	0.05%	272
2023 Q4	$288K	Buy	+4,000	New	+$265K	0.06%	237
2022 Q2	–	Sell	-5,000	Closed	-$586K	–	260
2022 Q1	$586K	Buy	+5,000	New	+$680K	0.13%	85

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legacy Financial Advisors's ZM Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Zoom (ZM) stake by 32% in Q1 2026, selling an estimated $226K and leaving 5,674 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #249.

Legacy Financial Advisors first reported a position in ZM in Q1 2022 and has held it in 11 quarters since. The position peaked at $723K in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Legacy Financial Advisors held 5,674 shares of Zoom worth $456K as of Q1 2026.
Legacy Financial Advisors sold 2,701 Zoom shares in Q1 2026, an estimated $226K.
Zoom made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #249 holding.
Legacy Financial Advisors first reported a position in Zoom in Q1 2022 and has held it in 11 quarters since.
Legacy Financial Advisors's Zoom position peaked at $723K in Q4 2025.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.