WWM
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Whalen Wealth Management’s Zoom ZM Stock Holding History

Whalen Wealth 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
Q1 		$481K Buy
5,982
+294
+5% +$24.6K 0.26% 100
2025
Q4 		$491K Sell
5,688
-162
-3% -$13.6K 0.26% 99
2025
Q3 		$483K Buy
5,850
+256
+5% +$20K 0.28% 84
2025
Q2 		$436K Buy
5,594
+265
+5% +$20.5K 0.27% 110
2025
Q1 		$393K Buy
5,329
+2,255
+73% +$180K 0.26% 87
2024
Q4 		$251K Buy
+3,074
New +$242K 0.17% 115

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

Whalen Wealth Management's ZM Position: Q1 2026 in Review

Whalen Wealth Management increased its Zoom (ZM) stake by 5.2% in Q1 2026, buying an estimated $24.6K and bringing the position to 5,982 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #100.

Whalen Wealth Management first reported a position in ZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Whalen Wealth Management held 5,982 shares of Zoom worth $481K as of Q1 2026.
  • Whalen Wealth Management bought 294 Zoom shares in Q1 2026, an estimated $24.6K.
  • Zoom made up 0.26% of Whalen Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Whalen Wealth Management first reported a position in Zoom in Q4 2024 and has held it in 6 quarters since.
  • Whalen Wealth Management's Zoom position peaked at $491K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.