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LRI Investments’s Zoom ZM Stock Holding History

LRI Investments’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 		$1.21K Buy
+14
New +$1.32K ﹤0.01% 1339
2024
Q4 		– Sell
-82
Closed -$6.78K – 1172
2024
Q3 		$6.78K Hold
82
– – ﹤0.01% 866
2024
Q2 		$4.85K Hold
82
– – ﹤0.01% 898
2024
Q1 		$5.36K Buy
+82
New +$5.47K ﹤0.01% 612

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 $3.37T AUM 44.26% 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

LRI Investments's ZM Position: Q2 2026 in Review

LRI Investments opened a new position in Zoom (ZM) in Q2 2026: 14 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: LRI Investments previously reported a position in ZM as recently as Q3 2024.

LRI Investments first reported a position in ZM in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.78K in Q3 2024. 871 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • LRI Investments held 14 shares of Zoom worth $1.21K as of Q2 2026.
  • Zoom was a new LRI Investments position in Q2 2026.
  • Zoom made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1339 holding.
  • LRI Investments first reported a position in Zoom in Q1 2024 and has held it in 4 quarters since.
  • LRI Investments's Zoom position peaked at $6.78K in Q3 2024.
  • 871 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.