WIM
ZM icon

Westside Investment Management’s Zoom ZM Stock Holding History

Westside Investment 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
Q2 		$863 Buy
+10
New +$945 ﹤0.01% 1397
2025
Q3 		– Sell
-85
Closed -$6.63K – 1429
2025
Q2 		$6.63K Hold
85
– – ﹤0.01% 1094
2025
Q1 		$6.27K Hold
85
– – ﹤0.01% 749
2024
Q4 		$6.94K Sell
85
-50
-37% -$3.93K ﹤0.01% 735
2024
Q3 		$9.41K Buy
135
+35
+35% +$2.19K ﹤0.01% 687
2024
Q2 		$5.92K Sell
100
-14
-12% -$860 ﹤0.01% 733
2024
Q1 		$7.45K Hold
114
– – ﹤0.01% 672
2023
Q4 		$8.2K Hold
114
– – ﹤0.01% 633
2023
Q3 		$7.97K Hold
114
– – ﹤0.01% 624
2023
Q2 		$7.74K Hold
114
– – ﹤0.01% 638
2023
Q1 		$8.42K Sell
114
-50
-30% -$3.6K ﹤0.01% 620
2022
Q4 		$11 Hold
164
– – ﹤0.01% 597
2022
Q3 		$12 Buy
164
+10
+6% +$952 ﹤0.01% 585
2022
Q2 		$16 Hold
154
– – ﹤0.01% 542
2022
Q1 		$18 Buy
154
+22
+17% +$2.99K ﹤0.01% 537
2021
Q4 		$24 Buy
132
+7
+6% +$1.65K ﹤0.01% 476
2021
Q3 		$32 Sell
125
-18
-13% -$6.07K ﹤0.01% 430
2021
Q2 		$55 Hold
143
– – ﹤0.01% 374
2021
Q1 		$45 Buy
143
+25
+21% +$9.2K ﹤0.01% 386
2020
Q4 		$39 Buy
118
+65
+123% +$29K ﹤0.01% 368
2020
Q3 		$24 Buy
53
+8
+18% +$2.56K ﹤0.01% 404
2020
Q2 		$11 Sell
45
-20
-31% -$3.6K ﹤0.01% 478
2020
Q1 		$9 Buy
+65
New +$6.41K ﹤0.01% 487

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 $3.37T AUM 44.26% 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

Westside Investment Management's ZM Position: Q2 2026 in Review

Westside Investment Management opened a new position in Zoom (ZM) in Q2 2026: 10 shares worth $863. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in ZM as recently as Q2 2025.

Westside Investment Management first reported a position in ZM in Q1 2020 and has held it in 23 quarters since. The position peaked at $9.41K in Q3 2024. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Westside Investment Management held 10 shares of Zoom worth $863 as of Q2 2026.
  • Zoom was a new Westside Investment Management position in Q2 2026.
  • Zoom made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1397 holding.
  • Westside Investment Management first reported a position in Zoom in Q1 2020 and has held it in 23 quarters since.
  • Westside Investment Management's Zoom position peaked at $9.41K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.