LPL Financial
ZM icon

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
2026
Q1 		$402K Hold
5,000
– – ﹤0.01% 4964
2025
Q4 		$431K Hold
5,000
– – ﹤0.01% 4851
2025
Q3 		$413K Buy
+5,000
New +$390K ﹤0.01% 4787
2025
Q2 		– Sell
-3,700
Closed -$273K – 5707
2025
Q1 		$273K Buy
+3,700
New +$295K ﹤0.01% 4650

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

LPL Financial's ZM Position: Q1 2026 in Review

LPL Financial increased its Zoom (ZM) stake by 10% in Q1 2026, buying an estimated $939K and bringing the position to 119,426 shares worth $9.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

LPL Financial first reported a position in ZM in Q2 2019 and has held it in 28 quarters since. The position peaked at $45.7M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • LPL Financial held 119,426 shares of Zoom worth $9.6M as of Q1 2026.
  • LPL Financial bought 11,209 Zoom shares in Q1 2026, an estimated $939K.
  • Zoom made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2032 holding.
  • LPL Financial first reported a position in Zoom in Q2 2019 and has held it in 28 quarters since.
  • LPL Financial's Zoom position peaked at $45.7M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.