Bank of Montreal
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Bank of Montreal’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bank of Montreal’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-77,200
Closed -$782K – 4302
2024
Q1 		$782K Hold
77,200
– – ﹤0.01% 2147
2023
Q4 		$764K Buy
+77,200
New +$649K ﹤0.01% 2229
2023
Q3 		– Sell
-100,000
Closed -$1.3M – 4292
2023
Q2 		$1.3M Buy
+100,000
New +$1.61M ﹤0.01% 2032
2022
Q3 		– Sell
-4,500
Closed -$215 – 4465
2022
Q2 		$215 Buy
+4,500
New +$264K ﹤0.01% 3235

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Bank of Montreal's ZIM Position: Q1 2026 in Review

Bank of Montreal reduced its ZIM Integrated Shipping Services (ZIM) stake by 0.82% in Q1 2026, selling an estimated $6.47K and leaving 31,280 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Bank of Montreal first reported a position in ZIM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q2 2023. 257 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

  • Bank of Montreal held 31,280 shares of ZIM Integrated Shipping Services worth $824K as of Q1 2026.
  • Bank of Montreal sold 260 ZIM Integrated Shipping Services shares in Q1 2026, an estimated $6.47K.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2147 holding.
  • Bank of Montreal first reported a position in ZIM Integrated Shipping Services in Q2 2022 and has held it in 16 quarters since.
  • Bank of Montreal's ZIM Integrated Shipping Services position peaked at $2.02M in Q2 2023.
  • 257 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.