BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ZM — Zoom Communications, Inc.
CIK 2010186
CINCINNATI, OH
Position in ZM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,473
+$444 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#742
of 861 holders
Holding Since
Jun 2020
24 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names. ZM ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
523,959 | $37,808,881 | |
| 2 | CRM |
Salesforce, Inc.
|
231,559 | $36,276,032 | |
| 3 | INTU |
Intuit Inc.
|
99,054 | $25,853,094 | |
| 4 | ADP |
Automatic Data Processing Inc
|
98,912 | $22,151,342 | |
| 5 | SHOP |
Shopify Inc.
|
2,107 | $240,577 | |
| 6 | DT |
Dynatrace, Inc.
|
5,239 | $230,044 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,108 | $215,417 | |
| 8 | ADBE |
Adobe Inc.
|
935 | $191,693 |
All Filings in ZM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,473 | 75 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,029 | 75 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,471 | 75 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,187 | 75 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,848 | 75 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,532 | 75 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,120 | 75 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,230 | 75 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,510 | 110 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,190 | 110 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,910 | 110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,693 | 110 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $7,466 | 110 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $5,538 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,080 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $5,519 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,097 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $13,012 | 111 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $9,414 | 36 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $13,933 | 36 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $11,566 | 36 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $12,143 | 36 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $16,923 | 36 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $9,127 | 36 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||