LPL Financial’s Zoom ZM Stock Holding History

LPL Financial’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	–	Sell	-10,000	Closed	-$816K	–	5540
2024 Q4	$816K	Buy	+10,000	New	+$786K	﹤0.01%	3674

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

LPL Financial's ZM Position: Q2 2026 in Review

LPL Financial increased its Zoom (ZM) stake by 24% in Q2 2026, buying an estimated $2.72M and bringing the position to 148,237 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

LPL Financial first reported a position in ZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $45.7M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

LPL Financial held 148,237 shares of Zoom worth $12.8M as of Q2 2026.
LPL Financial bought 28,811 Zoom shares in Q2 2026, an estimated $2.72M.
Zoom made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1915 holding.
LPL Financial first reported a position in Zoom in Q2 2019 and has held it in 29 quarters since.
LPL Financial's Zoom position peaked at $45.7M in Q2 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.