Pinnacle Wealth Management Advisory Group, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1631864
RED BANK, NJ
Position in ZM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$224,578
-$81,788 QoQ
Shares Held
2,602
-31.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#614
of 865 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $8,506,333 across 16 Software - Application names. ZM ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,049 | $1,578,623 | |
| 2 | PAYX |
Paychex Inc
|
13,720 | $1,349,087 | |
| 3 | ADBE |
Adobe Inc.
|
6,160 | $1,262,923 | |
| 4 | SHOP |
Shopify Inc.
|
6,143 | $701,407 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,260 | $472,903 | |
| 6 | FROG |
JFrog Ltd
|
4,811 | $437,223 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,359 | $386,705 | |
| 8 | RNG |
RingCentral, Inc.
|
9,866 | $384,576 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,578 | 2,602 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $306,366 | 3,811 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $568,392 | 6,587 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||