Zoom Communications, Inc.
MX ˙ BMV ˙ US98980L1017
SecurityMX:ZM / Zoom Communications, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership215 shares
Latest Disclosed Value $ 17,284
Western Wealth Management, LLC ownership in ZM / Zoom Communications, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 215 shares of Zoom Communications, Inc. (MX:ZM) valued at $17,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 4, 2022 disclosing 0 shares of Zoom Communications, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F ZOOM COMMUNICATIONS CL A 98980L101 215 215 17 0.0004
2022-11-04 2022-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 0 -1,974 -100.00 0 -100.00
2022-07-18 2022-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,974 -326 -14.17 216 -20.00 0.0124
2022-05-10 2022-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,300 1,202 109.47 270 31.07 0.0131
2022-02-14 2021-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,098 147 15.46 206 -44.32 0.0203
2021-08-09 2021-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 951 -177 -15.69 370 2.21 0.0380
2021-05-14 2021-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,128 61 5.72 362 0.56 0.0487
2021-02-10 2020-12-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,067 -46 -4.13 360 -31.17 0.0528
2020-10-27 2020-09-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,113 263 30.94 523 143.26 0.0854
2020-07-20 2020-06-30 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 850 -578 -40.48 215 6.97 0.0390
2020-04-27 2020-03-31 13F ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,428 1,428 201 0.0461
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.