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Lodestone Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Lodestone 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
Q2 		$35.3K Hold
1,356
– – 0.01% 344
2026
Q1 		$35.7K Hold
1,356
– – 0.01% 330
2025
Q4 		$28.8K Buy
+1,356
New +$22.7K 0.01% 357

Other funds holding ZIM

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American Century Companies
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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

Lodestone Wealth Management's ZIM Position: Q2 2026 in Review

Lodestone Wealth Management held its ZIM Integrated Shipping Services (ZIM) position steady in Q2 2026 at 1,356 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #344.

Lodestone Wealth Management first reported a position in ZIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Lodestone Wealth Management held 1,356 shares of ZIM Integrated Shipping Services worth $35.3K as of Q2 2026.
  • Lodestone Wealth Management left its ZIM Integrated Shipping Services share count unchanged in Q2 2026.
  • ZIM Integrated Shipping Services made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Lodestone Wealth Management first reported a position in ZIM Integrated Shipping Services in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's ZIM Integrated Shipping Services position peaked at $35.7K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.