Jamison Private Wealth Management
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Jamison Private Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Jamison Private Wealth Management’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
Q3 		$233K Buy
+7,952
New +$214K 0.02% 214
2024
Q2 		– Sell
-2,159
Closed -$21.8K – 538
2024
Q1 		$21.8K Hold
2,159
– – ﹤0.01% 293
2023
Q4 		$21.3K Hold
2,159
– – ﹤0.01% 273
2023
Q3 		$22.6K Buy
+2,159
New +$27.5K ﹤0.01% 264

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
RHL Group
RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

Jamison Private Wealth Management's ZIM Position: Q3 2026 in Review

Jamison Private Wealth Management opened a new position in ZIM Integrated Shipping Services (ZIM) in Q3 2026: 7,952 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Jamison Private Wealth Management previously reported a position in ZIM as recently as Q1 2024.

Jamison Private Wealth Management first reported a position in ZIM in Q3 2023 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

  • Jamison Private Wealth Management held 7,952 shares of ZIM Integrated Shipping Services worth $233K as of Q3 2026.
  • ZIM Integrated Shipping Services was a new Jamison Private Wealth Management position in Q3 2026.
  • ZIM Integrated Shipping Services made up 0.02% of Jamison Private Wealth Management's portfolio in Q3 2026, its #214 holding.
  • Jamison Private Wealth Management first reported a position in ZIM Integrated Shipping Services in Q3 2023 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.