LVW Advisors
ZM icon

LVW Advisors’s Zoom ZM Stock Holding History

LVW 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
Q3 		$562K Buy
6,193
+1,432
+30% +$136K 0.05% 239
2026
Q2 		$411K Buy
4,761
+1,561
+49% +$148K 0.04% 277
2026
Q1 		$257K Buy
+3,200
New +$268K 0.02% 361

Other funds holding ZM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

LVW Advisors's ZM Position: Q3 2026 in Review

LVW Advisors increased its Zoom (ZM) stake by 30% in Q3 2026, buying an estimated $136K and bringing the position to 6,193 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #239.

LVW Advisors first reported a position in ZM in Q1 2026 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • LVW Advisors held 6,193 shares of Zoom worth $562K as of Q3 2026.
  • LVW Advisors bought 1,432 Zoom shares in Q3 2026, an estimated $136K.
  • Zoom made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #239 holding.
  • LVW Advisors first reported a position in Zoom in Q1 2026 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.