Position in ZM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$427,320
-$53,572 QoQ
Shares Held
4,951
-17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#518
of 860 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Whalen Wealth Management Inc. holds $605,245 across 2 Software - Application names. ZM ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
4,951 | $427,320 | |
| 2 | SOUN |
Soundhound Ai, Inc.
|
27,500 | $177,925 |
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,320 | 4,951 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $480,892 | 5,982 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $490,817 | 5,688 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $482,625 | 5,850 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $436,220 | 5,594 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $393,120 | 5,329 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $250,869 | 3,074 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||