Midwest Financial Group’s Zoom ZM Stock Holding History

Midwest Financial Group’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	$208K	Sell	2,590 -100	-4%	-$8.38K	0.09%	121
2025 Q4	$232K	Sell	2,690 -1,040	-28%	-$87.5K	0.1%	115
2025 Q3	$308K	Sell	3,730 -140	-4%	-$10.9K	0.15%	93
2025 Q2	$302K	Sell	3,870 -140	-3%	-$10.8K	0.16%	87
2025 Q1	$296K	Sell	4,010 -150	-4%	-$12K	0.17%	86
2024 Q4	$339K	Sell	4,160 -260	-6%	-$20.4K	0.2%	85
2024 Q3	$308K	Sell	4,420 -300	-6%	-$18.8K	0.18%	90
2024 Q2	$279K	Sell	4,720 -315	-6%	-$19.4K	0.18%	89
2024 Q1	$329K	Hold	5,035	–	–	0.22%	84
2023 Q4	$362K	Hold	5,035	–	–	0.27%	79
2023 Q3	$352K	Hold	5,035	–	–	0.3%	74
2023 Q2	$342K	Sell	5,035 -15	-0.3%	-$1K	0.29%	79
2023 Q1	$373K	Buy	+5,050	New	+$364K	0.34%	68

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Midwest Financial Group's ZM Position: Q1 2026 in Review

Midwest Financial Group reduced its Zoom (ZM) stake by 3.7% in Q1 2026, selling an estimated $8.38K and leaving 2,590 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #121.

Midwest Financial Group first reported a position in ZM in Q1 2023 and has held it in 13 quarters since. The position peaked at $373K in Q1 2023. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Midwest Financial Group held 2,590 shares of Zoom worth $208K as of Q1 2026.
Midwest Financial Group sold 100 Zoom shares in Q1 2026, an estimated $8.38K.
Zoom made up 0.09% of Midwest Financial Group's portfolio in Q1 2026, its #121 holding.
Midwest Financial Group first reported a position in Zoom in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's Zoom position peaked at $373K in Q1 2023.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.