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Old Point Trust & Financial Services N A’s Zoom ZM Stock Holding History

Old Point Trust & Financial Services N A’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
2025
Q3 		– Sell
-50
Closed -$3.9K – 338
2025
Q2 		$3.9K Hold
50
– – ﹤0.01% 303
2025
Q1 		$3.69K Hold
50
– – ﹤0.01% 323
2024
Q4 		$4.08K Hold
50
– – ﹤0.01% 308
2024
Q3 		$3.49K Sell
50
-50
-50% -$3.13K ﹤0.01% 285
2024
Q2 		$5.92K Hold
100
– – ﹤0.01% 282
2024
Q1 		$6.54K Buy
100
+50
+100% +$3.33K ﹤0.01% 322
2023
Q4 		$3.6K Buy
+50
New +$3.31K ﹤0.01% 248
2023
Q3 		– Sell
-85
Closed -$5.77K – 252
2023
Q2 		$5.77K Buy
+85
New +$5.68K ﹤0.01% 223

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Old Point Trust & Financial Services N A's ZM Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of Zoom (ZM) in Q3 2025, closing a stake of 50 shares — an estimated $3.9K sold.

Old Point Trust & Financial Services N A first reported a position in ZM in Q2 2023 and held it in 8 quarters. The position peaked at $6.54K in Q1 2024. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 50 Zoom shares in Q3 2025, an estimated $3.9K.
  • Old Point Trust & Financial Services N A first reported a position in Zoom in Q2 2023 and held it in 8 quarters.
  • Old Point Trust & Financial Services N A's Zoom position peaked at $6.54K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.