OCM
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Osbon Capital Management’s Zoom ZM Stock Holding History

Osbon Capital Management’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 		$1.04K Hold
13
– – ﹤0.01% 458
2025
Q4 		$1.12K Buy
+13
New +$1.09K ﹤0.01% 331

Other funds holding ZM

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Osbon Capital Management's ZM Position: Q1 2026 in Review

Osbon Capital Management held its Zoom (ZM) position steady in Q1 2026 at 13 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Osbon Capital Management first reported a position in ZM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.12K in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Osbon Capital Management held 13 shares of Zoom worth $1.04K as of Q1 2026.
  • Osbon Capital Management left its Zoom share count unchanged in Q1 2026.
  • Zoom made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #458 holding.
  • Osbon Capital Management first reported a position in Zoom in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Zoom position peaked at $1.12K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.