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Legacy Wealth Management (Idaho)’s Zoom ZM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-10
Closed -$804 – 996
2026
Q1 		$804 Hold
10
– – ﹤0.01% 899
2025
Q4 		$863 Hold
10
– – ﹤0.01% 770
2025
Q3 		$825 Sell
10
-10
-50% -$780 ﹤0.01% 638
2025
Q2 		$1.56K Buy
+20
New +$1.55K ﹤0.01% 550

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s ZM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Zoom (ZM) in Q2 2026, closing a stake of 10 shares — an estimated $804 sold.

Legacy Wealth Management (Idaho) first reported a position in ZM in Q2 2025 and held it in 4 quarters. The position peaked at $1.56K in Q2 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 Zoom shares in Q2 2026, an estimated $804.
  • Legacy Wealth Management (Idaho) first reported a position in Zoom in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Zoom position peaked at $1.56K in Q2 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.