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BOLTON SECURITIES CORPORATION’s Zoom ZM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$71K Buy
782
+432
+123% +$41.2K ﹤0.01% 1221
2026
Q2 		$30.2K Sell
350
-90
-20% -$8.51K ﹤0.01% 1487
2026
Q1 		$35.4K Buy
+440
New +$36.9K ﹤0.01% 1309
2025
Q3 		$43.7K Buy
+530
New +$41.3K ﹤0.01% 1172
2025
Q1 		$45.1K Buy
+611
New +$48.7K ﹤0.01% 1077

Other funds holding ZM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ZM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Zoom (ZM) stake by 123% in Q3 2026, buying an estimated $41.2K and bringing the position to 782 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

BOLTON SECURITIES CORPORATION first reported a position in ZM in Q1 2025 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 782 shares of Zoom worth $71K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 432 Zoom shares in Q3 2026, an estimated $41.2K.
  • Zoom made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1221 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Zoom in Q1 2025 and has held it in 5 quarters since.
  • 555 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.