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Lindbrook Capital’s Zoom ZM Stock Holding History

Lindbrook Capital’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
2025
Q1 		$109K Buy
1,477
+1,084
+276% +$86.4K 0.01% 640
2024
Q4 		$32.1K Buy
393
+51
+15% +$4.01K ﹤0.01% 1017
2024
Q3 		$23.9K Buy
342
+77
+29% +$4.81K ﹤0.01% 1196
2024
Q2 		$15.7K Sell
265
-346
-57% -$21.3K ﹤0.01% 1388
2024
Q1 		$39.9K Sell
611
-388
-39% -$25.9K ﹤0.01% 871
2023
Q4 		$71.8K Sell
999
-1,531
-61% -$101K 0.01% 627
2023
Q3 		$177K Buy
2,530
+20
+0.8% +$1.39K 0.02% 348
2023
Q2 		$170K Buy
2,510
+155
+7% +$10.4K 0.02% 366
2023
Q1 		$174K Sell
2,355
-109
-4% -$7.85K 0.02% 344
2022
Q4 		$167K Sell
2,464
-36
-1% -$2.73K 0.02% 368
2022
Q3 		$184K Sell
2,500
-290
-10% -$27.6K 0.03% 280
2022
Q2 		$301K Buy
2,790
+125
+5% +$13.2K 0.05% 215
2022
Q1 		$312K Buy
2,665
+699
+36% +$95.1K 0.05% 219
2021
Q4 		$362K Sell
1,966
-18
-0.9% -$4.23K 0.06% 198
2021
Q3 		$519K Sell
1,984
-31
-2% -$10.5K 0.14% 65
2021
Q2 		$780K Buy
2,015
+219
+12% +$72.9K 0.17% 48
2021
Q1 		$577K Buy
1,796
+70
+4% +$25.8K 0.13% 63
2020
Q4 		$582K Sell
1,726
-70
-4% -$31.2K 0.14% 55
2020
Q3 		$844K Buy
1,796
+131
+8% +$41.9K 0.23% 40
2020
Q2 		$422K Sell
1,665
-135
-8% -$24.3K 0.13% 64
2020
Q1 		$263K Buy
+1,800
New +$178K 0.1% 86

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's ZM Position: Q1 2025 in Review

Lindbrook Capital increased its Zoom (ZM) stake by 276% in Q1 2025, buying an estimated $86.4K and bringing the position to 1,477 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #640.

Lindbrook Capital first reported a position in ZM in Q1 2020 and has held it in 21 quarters since. The position peaked at $844K in Q3 2020. 712 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Lindbrook Capital held 1,477 shares of Zoom worth $109K as of Q1 2025.
  • Lindbrook Capital bought 1,084 Zoom shares in Q1 2025, an estimated $86.4K.
  • Zoom made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #640 holding.
  • Lindbrook Capital first reported a position in Zoom in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Zoom position peaked at $844K in Q3 2020.
  • 712 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.