PWMAG
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Pinnacle Wealth Management Advisory Group’s Zoom ZM Stock Holding History

Pinnacle Wealth Management Advisory 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 		$306K Sell
3,811
-2,776
-42% -$233K 0.02% 404
2025
Q4 		$568K Buy
+6,587
New +$554K 0.04% 246

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

Pinnacle Wealth Management Advisory Group's ZM Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Zoom (ZM) stake by 42% in Q1 2026, selling an estimated $233K and leaving 3,811 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #404.

Pinnacle Wealth Management Advisory Group first reported a position in ZM in Q4 2025 and has held it in 2 quarters since. The position peaked at $568K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 3,811 shares of Zoom worth $306K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 2,776 Zoom shares in Q1 2026, an estimated $233K.
  • Zoom made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #404 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Zoom in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Zoom position peaked at $568K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.