PWM
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Perigon Wealth Management’s Zoom ZM Stock Holding History

Perigon Wealth 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 		$803K Sell
9,987
-5,864
-37% -$491K 0.01% 600
2025
Q4 		$1.37M Buy
15,851
+1,202
+8% +$101K 0.02% 458
2025
Q3 		$1.21M Buy
14,649
+3,727
+34% +$291K 0.02% 457
2025
Q2 		$852K Buy
10,922
+236
+2% +$18.2K 0.02% 515
2025
Q1 		$788K Sell
10,686
-211
-2% -$16.8K 0.02% 506
2024
Q4 		$866K Sell
10,897
-102
-0.9% -$8.02K 0.02% 486
2024
Q3 		$767K Buy
+10,999
New +$687K 0.02% 503
2024
Q1 		– Sell
-4,579
Closed -$329K – 937
2023
Q4 		$329K Buy
+4,579
New +$303K 0.01% 623
2022
Q3 		– Sell
-2,200
Closed -$238K – 607
2022
Q2 		$238K Buy
2,200
+139
+7% +$14.7K 0.02% 494
2022
Q1 		$242K Sell
2,061
-578
-22% -$78.6K 0.02% 535
2021
Q4 		$485K Buy
2,639
+19
+0.7% +$4.47K 0.03% 349
2021
Q3 		$685K Buy
2,620
+70
+3% +$23.6K 0.06% 253
2021
Q2 		$987K Sell
2,550
-163
-6% -$54.3K 0.09% 201
2021
Q1 		$872K Sell
2,713
-239
-8% -$88K 0.09% 200
2020
Q4 		$996K Sell
2,952
-303
-9% -$135K 0.12% 147
2020
Q3 		$1.53M Sell
3,255
-727
-18% -$232K 0.21% 86
2020
Q2 		$1.01M Buy
3,982
+243
+6% +$43.7K 0.16% 104
2020
Q1 		$466K Buy
+3,739
New +$369K 0.09% 177

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

Perigon Wealth Management's ZM Position: Q1 2026 in Review

Perigon Wealth Management reduced its Zoom (ZM) stake by 37% in Q1 2026, selling an estimated $491K and leaving 9,987 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #600.

Perigon Wealth Management first reported a position in ZM in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Perigon Wealth Management held 9,987 shares of Zoom worth $803K as of Q1 2026.
  • Perigon Wealth Management sold 5,864 Zoom shares in Q1 2026, an estimated $491K.
  • Zoom made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #600 holding.
  • Perigon Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's Zoom position peaked at $1.53M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.