LWMI
ZIM icon

Legacy Wealth Management (Idaho)’s ZIM Integrated Shipping Services ZIM Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-2,300
Closed -$60.6K – 995
2026
Q1 		$60.6K Hold
2,300
– – 0.03% 246
2025
Q4 		$48.8K Hold
2,300
– – 0.02% 220
2025
Q3 		$31.2K Buy
2,300
+700
+44% +$10.6K 0.01% 226
2025
Q2 		$25.7K Buy
1,600
+516
+48% +$8.13K 0.01% 213
2025
Q1 		$15.8K Buy
+1,084
New +$20.4K 0.01% 271

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ZIM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2026, closing a stake of 2,300 shares — an estimated $60.6K sold.

Legacy Wealth Management (Idaho) first reported a position in ZIM in Q1 2025 and held it in 5 quarters. The position peaked at $60.6K in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining ZIM Integrated Shipping Services position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,300 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $60.6K.
  • Legacy Wealth Management (Idaho) first reported a position in ZIM Integrated Shipping Services in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s ZIM Integrated Shipping Services position peaked at $60.6K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.