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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LVW Advisors's ZM Position: Q2 2026 in Review

LVW Advisors increased its Zoom (ZM) stake by 49% in Q2 2026, buying an estimated $148K and bringing the position to 4,761 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #277.

LVW Advisors first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • LVW Advisors held 4,761 shares of Zoom worth $411K as of Q2 2026.
  • LVW Advisors bought 1,561 Zoom shares in Q2 2026, an estimated $148K.
  • Zoom made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #277 holding.
  • LVW Advisors first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.