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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZM overviewAll 13F holders of ZMFull Q2 2026 holdings

Shares (Q2 2026)
21,637
Value
$1.87M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ZM by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,637$1.87M<0.1%+10,025+86.3%AddedHolders
Q1 202611,612$933.5K<0.1%−3,462−23.0%ReducedHolders
Q4 202515,074$1.30M<0.1%+4,042+36.6%AddedHolders
Q3 202511,032$910.1K<0.1%+969+9.6%AddedHolders
Q2 202510,063$784.7K<0.1%+2,054+25.6%AddedHolders
Q1 20258,009$590.8K<0.1%+1,153+16.8%AddedHolders
Q4 20246,856$559.6K<0.1%+521+8.2%AddedHolders
Q3 20246,335$441.8K<0.1%+359+6.0%AddedHolders
Q2 20245,976$353.7K<0.1%−2,881−32.5%ReducedHolders
Q1 20248,857$579.0K<0.1%+3,071+53.1%AddedHolders
Q4 20235,786$404.9K<0.1%−1,992−25.6%ReducedHolders
Q3 20237,778$544.0K<0.1%+633+8.9%AddedHolders
Q2 20237,145$485.0K<0.1%+4,946+224.9%AddedHolders
Q1 20232,199$162.4K<0.1%−1,496−40.5%ReducedHolders
Q4 20223,695$121.2K<0.1%+3,695NewHolders
Q3 20220$00.0%−2,736−100.0%Sold outHolders
Q2 20222,736$295.0K<0.1%+2,736NewHolders
Q1 20220$00.0%−3,093−100.0%Sold outHolders
Q4 20213,093$569.0K<0.1%+1,718+124.9%AddedHolders
Q3 20211,375$360.0K<0.1%+139+11.2%AddedHolders
Q2 20211,236$478.0K<0.1%+112+10.0%AddedHolders
Q1 20211,124$361.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.