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Limestone Investment Advisors’s Zoom ZM Stock Holding History

Limestone Investment 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 		– Sell
-600
Closed -$51.8K – 566
2025
Q4 		$51.8K Buy
+600
New +$50.5K 0.01% 409
2025
Q3 		– Sell
-9,000
Closed -$702K – 686
2025
Q2 		$702K Buy
+9,000
New +$696K 0.06% 217

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

Limestone Investment Advisors's ZM Position: Q3 2025 in Review

Limestone Investment Advisors sold out of Zoom (ZM) in Q3 2025, closing a stake of 1,012 shares — an estimated $78.9K sold.

Limestone Investment Advisors first reported a position in ZM in Q2 2025 and held it in 1 quarter. The position peaked at $78.9K in Q2 2025. 751 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Limestone Investment Advisors reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 1,012 Zoom shares in Q3 2025, an estimated $78.9K.
  • Limestone Investment Advisors first reported a position in Zoom in Q2 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Zoom position peaked at $78.9K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Limestone Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.