SS
ZM icon

Sunbelt Securities’s Zoom ZM Stock Holding History

Sunbelt Securities’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 		$489K Sell
6,077
-394
-6% -$33K 0.03% 410
2025
Q4 		$558K Sell
6,471
-132
-2% -$11.1K 0.04% 372
2025
Q3 		$545K Buy
6,603
+6,578
+26,312% +$513K 0.04% 365
2025
Q2 		$2.04K Buy
25
+17
+213% +$1.31K ﹤0.01% 1592
2025
Q1 		$590 Sell
8
-17
-68% -$1.35K ﹤0.01% 1689
2024
Q4 		$2.07K Sell
25
-107
-81% -$8.41K ﹤0.01% 1593
2024
Q3 		$9.21K Buy
132
+9
+7% +$563 ﹤0.01% 1304
2024
Q2 		$7.28K Hold
123
– – ﹤0.01% 1324
2024
Q1 		$8.04K Sell
123
-147
-54% -$9.8K ﹤0.01% 1278
2023
Q4 		$19.4K Buy
270
+12
+5% +$794 ﹤0.01% 1040
2023
Q3 		$18K Buy
258
+17
+7% +$1.18K ﹤0.01% 1038
2023
Q2 		$16.4K Buy
241
+11
+5% +$736 ﹤0.01% 1066
2023
Q1 		$16.6K Buy
+230
New +$16.6K ﹤0.01% 1004
2020
Q4 		– Sell
-486
Closed -$250K – 409
2020
Q3 		$250K Buy
+486
New +$155K 0.07% 278
2020
Q2 		– Sell
-12,575
Closed -$1.29M – 394
2020
Q1 		$1.29M Buy
+12,575
New +$1.24M 0.06% 128

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

Sunbelt Securities's ZM Position: Q1 2026 in Review

Sunbelt Securities reduced its Zoom (ZM) stake by 6.1% in Q1 2026, selling an estimated $33K and leaving 6,077 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #410.

Sunbelt Securities first reported a position in ZM in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Sunbelt Securities held 6,077 shares of Zoom worth $489K as of Q1 2026.
  • Sunbelt Securities sold 394 Zoom shares in Q1 2026, an estimated $33K.
  • Zoom made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #410 holding.
  • Sunbelt Securities first reported a position in Zoom in Q1 2020 and has held it in 15 quarters since.
  • Sunbelt Securities's Zoom position peaked at $1.29M in Q1 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.