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GRIMES & Co WEALTH MANAGEMENT, LLC → ZM
GRIMES & Co WEALTH MANAGEMENT, LLC ZM Position History
Zoom Communications, Inc. • Technology
Quarters held
6
Latest value
$3.6M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q1 2026 | $3.5M |
| Q2 2026 | $604 |
| Q2 2026 | $3.5M |
| Q3 2026 | $635 |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 39.2K | — | — |
| Q3 2026 | $635 | 7 | — | — |
| Q2 2026 | $3.5M | 41.1K | — | — |
| Q2 2026 | $604 | 7 | — | — |
| Q1 2026 | $3.5M | 43.7K | — | — |
| Q4 2025 | $4.3M | 49.6K | — | — |
Other funds holding ZM
$694.1M
$652.7M
$652.7M
$652.1M
$629.3M
$557.9M
$475.5M