Pinnacle Wealth Planning Services’s Zoom ZM Stock Holding History

Pinnacle Wealth Planning Services’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	$6.39K	Buy	74 +15	+25%	+$1.42K	﹤0.01%	2234
2026 Q1	$4.74K	Sell	59 -1,998	-97%	-$167K	﹤0.01%	2276
2025 Q4	$177K	Buy	+2,057	New	+$173K	0.02%	506
2022 Q3	–	Sell	-2,247	Closed	-$243K	–	453
2022 Q2	$243K	Buy	2,247 +71	+3%	+$7.49K	0.04%	293
2022 Q1	$255K	Buy	2,176 +37	+2%	+$5.03K	0.05%	309
2021 Q4	$393K	Buy	+2,139	New	+$503K	0.08%	209
2021 Q1	–	Sell	-30	Closed	-$10K	–	2011
2020 Q4	$10K	Buy	+30	New	+$13.4K	﹤0.01%	1408

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Zoom (ZM) stake by 25% in Q2 2026, buying an estimated $1.42K and bringing the position to 74 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Pinnacle Wealth Planning Services first reported a position in ZM in Q4 2020 and has held it in 7 quarters since. The position peaked at $393K in Q4 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Pinnacle Wealth Planning Services held 74 shares of Zoom worth $6.39K as of Q2 2026.
Pinnacle Wealth Planning Services bought 15 Zoom shares in Q2 2026, an estimated $1.42K.
Zoom made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2234 holding.
Pinnacle Wealth Planning Services first reported a position in Zoom in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Zoom position peaked at $393K in Q4 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.