LWM
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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
Q3 		$39.8K Hold
1,356
– – 0.01% 337
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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Lodestone Wealth Management's ZIM Position: Q3 2026 in Review

Lodestone Wealth Management held its ZIM Integrated Shipping Services (ZIM) position steady in Q3 2026 at 1,356 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #337.

Lodestone Wealth Management first reported a position in ZIM in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

  • Lodestone Wealth Management held 1,356 shares of ZIM Integrated Shipping Services worth $39.8K as of Q3 2026.
  • Lodestone Wealth Management left its ZIM Integrated Shipping Services share count unchanged in Q3 2026.
  • ZIM Integrated Shipping Services made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #337 holding.
  • Lodestone Wealth Management first reported a position in ZIM Integrated Shipping Services in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

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