Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ZIM Integrated Shipping Services ZIM Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$21.8K Buy
827
+2
+0.2% +$50 ﹤0.01% 4356
2025
Q4 		$18K Sell
825
-750
-48% -$12.6K ﹤0.01% 4239
2025
Q3 		$21K Sell
1,575
-218
-12% -$3.31K ﹤0.01% 4104
2025
Q2 		$29K Hold
1,793
– – ﹤0.01% 3680
2025
Q1 		$26K Hold
1,793
– – ﹤0.01% 3500
2024
Q4 		$38K Hold
1,793
– – ﹤0.01% 2995
2024
Q3 		$46K Sell
1,793
-278
-13% -$5.41K ﹤0.01% 2759
2024
Q2 		$46K Sell
2,071
-570
-22% -$9.22K ﹤0.01% 2535
2024
Q1 		$27K Buy
2,641
+1,112
+73% +$13.5K ﹤0.01% 2721
2023
Q4 		$15K Sell
1,529
-242
-14% -$2.03K ﹤0.01% 2959
2023
Q3 		$19K Buy
1,771
+167
+10% +$2.12K ﹤0.01% 2728
2023
Q2 		$20K Sell
1,604
-241
-13% -$3.88K ﹤0.01% 2651
2023
Q1 		$44K Buy
1,845
+292
+19% +$6.13K ﹤0.01% 1963
2022
Q4 		$27K Buy
1,553
+1,442
+1,299% +$32.1K ﹤0.01% 2166
2022
Q3 		$3K Sell
111
-350
-76% -$14.5K ﹤0.01% 3384
2022
Q2 		$22K Buy
461
+119
+35% +$6.99K ﹤0.01% 2063
2022
Q1 		$25K Hold
342
– – ﹤0.01% 1958
2021
Q4 		$20K Buy
+342
New +$17.5K ﹤0.01% 2001

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 $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.16B AUM 43.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZIM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ZIM Integrated Shipping Services (ZIM) stake by 0.24% in Q1 2026, buying an estimated $50 and bringing the position to 827 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4356.

Carson Wealth (CWM LLC) first reported a position in ZIM in Q4 2021 and has held it in 18 quarters since. The position peaked at $46K in Q3 2024. 258 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 827 shares of ZIM Integrated Shipping Services worth $21.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 ZIM Integrated Shipping Services shares in Q1 2026, an estimated $50.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4356 holding.
  • Carson Wealth (CWM LLC) first reported a position in ZIM Integrated Shipping Services in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s ZIM Integrated Shipping Services position peaked at $46K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.