LPL Financial
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LPL Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

LPL Financial’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 		$2.48M Buy
95,476
+14,542
+18% +$375K ﹤0.01% 3515
2026
Q1 		$2.13M Sell
80,934
-29,757
-27% -$741K ﹤0.01% 3449
2025
Q4 		$2.35M Sell
110,691
-45,396
-29% -$762K ﹤0.01% 3237
2025
Q3 		$2.11M Buy
156,087
+38,242
+32% +$581K ﹤0.01% 3267
2025
Q2 		$1.9M Buy
117,845
+39,216
+50% +$618K ﹤0.01% 3175
2025
Q1 		$1.15M Sell
78,629
-72,382
-48% -$1.36M ﹤0.01% 3438
2024
Q4 		$3.24M Sell
151,011
-89,760
-37% -$1.97M ﹤0.01% 2438
2024
Q3 		$6.18M Buy
240,771
+152,611
+173% +$2.97M ﹤0.01% 1811
2024
Q2 		$1.95M Sell
88,160
-26,707
-23% -$432K ﹤0.01% 2623
2024
Q1 		$1.16M Buy
114,867
+12,690
+12% +$154K ﹤0.01% 3043
2023
Q4 		$1.01M Buy
102,177
+42,731
+72% +$359K ﹤0.01% 3031
2023
Q3 		$621K Buy
59,446
+15,005
+34% +$191K ﹤0.01% 3297
2023
Q2 		$551K Sell
44,441
-19,566
-31% -$315K ﹤0.01% 3356
2023
Q1 		$1.51M Buy
64,007
+30,641
+92% +$644K ﹤0.01% 2399
2022
Q4 		$574K Sell
33,366
-32,141
-49% -$715K ﹤0.01% 3128
2022
Q3 		$1.54M Buy
65,507
+21,931
+50% +$906K ﹤0.01% 2187
2022
Q2 		$2.06M Sell
43,576
-8,641
-17% -$507K ﹤0.01% 2009
2022
Q1 		$3.8M Buy
52,217
+32,004
+158% +$2.21M ﹤0.01% 1612
2021
Q4 		$1.19M Buy
20,213
+6,371
+46% +$326K ﹤0.01% 2507
2021
Q3 		$702K Buy
13,842
+2,585
+23% +$121K ﹤0.01% 2906
2021
Q2 		$506K Buy
+11,257
New +$434K ﹤0.01% 3154

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

LPL Financial's ZIM Position: Q2 2026 in Review

LPL Financial increased its ZIM Integrated Shipping Services (ZIM) stake by 18% in Q2 2026, buying an estimated $375K and bringing the position to 95,476 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

LPL Financial first reported a position in ZIM in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.18M in Q3 2024. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • LPL Financial held 95,476 shares of ZIM Integrated Shipping Services worth $2.48M as of Q2 2026.
  • LPL Financial bought 14,542 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $375K.
  • ZIM Integrated Shipping Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3515 holding.
  • LPL Financial first reported a position in ZIM Integrated Shipping Services in Q2 2021 and has held it in 21 quarters since.
  • LPL Financial's ZIM Integrated Shipping Services position peaked at $6.18M in Q3 2024.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.