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MJT & Associates Financial Advisory’s Zoom ZM Stock Holding History

MJT & Associates Financial Advisory’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 		$3.71K Hold
43
– – ﹤0.01% 317
2026
Q1 		$3.46K Sell
43
-59
-58% -$4.94K ﹤0.01% 317
2025
Q4 		$8.8K Hold
102
– – 0.01% 200
2025
Q3 		$8.41K Sell
102
-19
-16% -$1.48K 0.01% 211
2025
Q2 		$9.44K Hold
121
– – 0.01% 213
2025
Q1 		$8.93K Buy
+121
New +$9.64K 0.01% 221

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

MJT & Associates Financial Advisory's ZM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Zoom (ZM) position steady in Q2 2026 at 43 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

MJT & Associates Financial Advisory first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.44K in Q2 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • MJT & Associates Financial Advisory held 43 shares of Zoom worth $3.71K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #317 holding.
  • MJT & Associates Financial Advisory first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Zoom position peaked at $9.44K in Q2 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.