Boltwood Capital Management’s Zimmer Biomet ZBH Stock Holding History

Boltwood Capital Management’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$324K	Sell	3,760 -143	-4%	-$12.5K	0.07%	159
2026 Q1	$353K	Buy	3,903 +37	+1%	+$3.4K	0.09%	147
2025 Q4	$348K	Buy	3,866 +144	+4%	+$13.7K	0.09%	149
2025 Q3	$367K	Buy	3,722 +35	+0.9%	+$3.47K	0.1%	144
2025 Q2	$336K	Sell	3,687 -111	-3%	-$10.7K	0.1%	148
2025 Q1	$430K	Buy	3,798 +40	+1%	+$4.28K	0.13%	125
2024 Q4	$397K	Sell	3,758 -685	-15%	-$73.5K	0.12%	133
2024 Q3	$480K	Sell	4,443 -1,233	-22%	-$135K	0.14%	120
2024 Q2	$616K	Sell	5,676 -85	-1%	-$10K	0.19%	102
2024 Q1	$760K	Buy	5,761 +180	+3%	+$22.5K	0.24%	90
2023 Q4	$679K	Sell	5,581 -110	-2%	-$12.3K	0.23%	93
2023 Q3	$639K	Sell	5,691 -100	-2%	-$12.7K	0.24%	91
2023 Q2	$843K	Sell	5,791 -120	-2%	-$16.3K	0.3%	84
2023 Q1	$764K	Buy	5,911 +103	+2%	+$12.9K	0.29%	84
2022 Q4	$741K	Sell	5,808 -275	-5%	-$31.9K	0.3%	81
2022 Q3	$636K	Buy	6,083 +265	+5%	+$29.1K	0.29%	85
2022 Q2	$611K	Buy	5,818 +809	+16%	+$96K	0.26%	93
2022 Q1	$641K	Sell	5,009 -18	-0.4%	-$2.17K	0.25%	97
2021 Q4	$620K	Sell	5,027 -3,060	-38%	-$400K	0.23%	104
2021 Q3	$1.15M	Buy	8,087 +239	+3%	+$35.2K	0.46%	69
2021 Q2	$1.23M	Buy	7,848 +110	+1%	+$17.8K	0.51%	62
2021 Q1	$1.2M	Sell	7,738 -397	-5%	-$61.5K	0.53%	61
2020 Q4	$1.22M	Sell	8,135 -185	-2%	-$26.1K	0.59%	54
2020 Q3	$1.1M	Buy	8,320 +72	+0.9%	+$9.41K	0.61%	53
2020 Q2	$956K	Sell	8,248 -67	-0.8%	-$7.72K	0.58%	56
2020 Q1	$816K	Buy	8,315 +9	+0.1%	+$1.18K	0.58%	58
2019 Q4	$1.21M	Buy	8,306 +592	+8%	+$81.7K	0.68%	48
2019 Q3	$1.03M	Buy	7,714 +134	+2%	+$17.3K	0.65%	54
2019 Q2	$866K	Buy	7,580 +428	+6%	+$50.1K	0.55%	63
2019 Q1	$887K	Buy	7,152 +2,961	+71%	+$336K	0.58%	61
2018 Q4	$422K	Sell	4,191 -3,831	-48%	-$431K	0.29%	94
2018 Q3	$1.02M	Buy	8,022 +433	+6%	+$51.5K	0.61%	53
2018 Q2	$821K	Buy	7,589 +237	+3%	+$25.8K	0.53%	62
2018 Q1	$778K	Hold	7,352	–	–	0.53%	59
2017 Q4	$861K	Buy	+7,352	New	+$831K	0.53%	61

Other funds holding ZBH

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Boltwood Capital Management's ZBH Position: Q2 2026 in Review

Boltwood Capital Management reduced its Zimmer Biomet (ZBH) stake by 3.7% in Q2 2026, selling an estimated $12.5K and leaving 3,760 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #159.

Boltwood Capital Management first reported a position in ZBH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.23M in Q2 2021. 166 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Boltwood Capital Management held 3,760 shares of Zimmer Biomet worth $324K as of Q2 2026.
Boltwood Capital Management sold 143 Zimmer Biomet shares in Q2 2026, an estimated $12.5K.
Zimmer Biomet made up 0.07% of Boltwood Capital Management's portfolio in Q2 2026, its #159 holding.
Boltwood Capital Management first reported a position in Zimmer Biomet in Q4 2017 and has held it in 35 quarters since.
Boltwood Capital Management's Zimmer Biomet position peaked at $1.23M in Q2 2021.
166 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.