Wilkerson Advisory Group’s Zoom ZM Stock Holding History

Wilkerson 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	$26.3K	Buy	305 +151	+98%	+$14.3K	0.01%	297
2026 Q1	$12.4K	Buy	+154	New	+$12.9K	﹤0.01%	368

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

Wilkerson Advisory Group's ZM Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Zoom (ZM) stake by 98% in Q2 2026, buying an estimated $14.3K and bringing the position to 305 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #297.

Wilkerson Advisory Group first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Wilkerson Advisory Group held 305 shares of Zoom worth $26.3K as of Q2 2026.
Wilkerson Advisory Group bought 151 Zoom shares in Q2 2026, an estimated $14.3K.
Zoom made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #297 holding.
Wilkerson Advisory Group first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.