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
Q2 		$225K Sell
2,602
-1,209
-32% -$114K 0.01% 496
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 $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 $3.38T AUM 44.17% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ZM Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Zoom (ZM) stake by 32% in Q2 2026, selling an estimated $114K and leaving 2,602 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #496.

Pinnacle Wealth Management Advisory Group first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 2,602 shares of Zoom worth $225K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,209 Zoom shares in Q2 2026, an estimated $114K.
  • Zoom made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #496 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Zoom position peaked at $568K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.