Bullock Wealth Management Group
Position in ZM — Zoom Communications, Inc.
CIK 2067581
BLOOMINGTON, IN
Position in ZM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$46,003
New position
Shares Held
533
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#663
of 861 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Bullock Wealth Management Group holds $2,024,772 across 18 Software - Application names. ZM ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
4,706 | $1,197,677 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,781 | $398,854 | |
| 3 | PAYX |
Paychex Inc
|
2,573 | $253,003 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
533 | $46,003 | |
| 5 | CRM |
Salesforce, Inc.
|
165 | $25,848 | |
| 6 | FROG |
JFrog Ltd
|
268 | $24,355 | |
| 7 | UBER |
Uber Technologies, Inc
|
230 | $16,596 | |
| 8 | ROP |
Roper Technologies Inc
|
45 | $15,227 |
All Filings in ZM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,003 | 533 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||