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Legacy Financial Group (Oklahoma)’s Zoom ZM Stock Holding History

Legacy Financial Group (Oklahoma)’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 		– Sell
-2,475
Closed -$214K – 96
2025
Q4 		$214K Sell
2,475
-143
-5% -$12K 0.06% 86
2025
Q3 		$216K Sell
2,618
-245
-9% -$19.1K 0.06% 82
2025
Q2 		$223K Buy
2,863
+138
+5% +$10.7K 0.07% 77
2025
Q1 		$201K Buy
+2,725
New +$217K 0.06% 81

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s ZM Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,475 shares — an estimated $214K sold.

Legacy Financial Group (Oklahoma) first reported a position in ZM in Q1 2025 and held it in 4 quarters. The position peaked at $223K in Q2 2025. 819 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Legacy Financial Group (Oklahoma) reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 2,475 Zoom shares in Q1 2026, an estimated $214K.
  • Legacy Financial Group (Oklahoma) first reported a position in Zoom in Q1 2025 and held it in 4 quarters.
  • Legacy Financial Group (Oklahoma)'s Zoom position peaked at $223K in Q2 2025.
  • 819 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.