LAWOOD & CO ZBH — ZIMMER BIOMET HOLDINGS INC

Ownership history in LAWOOD & CO  ·  3 quarters on record

AI Ownership Summary

LAWOOD & CO reported ZIMMER BIOMET HOLDINGS INC (ZBH) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows ZBH at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAWOOD & CO's position in ZIMMER BIOMET HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ZBH was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZBH stock page LAWOOD & CO fund profile LAWOOD & CO full holdings
How LAWOOD & CO held ZBH — position size vs. price
% of Fund (quarterly)    ZBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,740 — 0% 0.22% $322K 2026-07-13 $94.08
2026 Q1 REDUCED — — — 3,740 -50 -1.3% 0.31% $338K 2026-04-14 $96.26
2025 Q4 INITIATED — — — 3,790 — — 0.32% $341K 2026-02-05 $88.26

🏢 Other funds also holding ZBH

As of 2026 Q2 — sorted by position size

QSM Asset Management Ltd 6.84% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.33% Olstein Capital Management, L.P. 3Y 7Y 1.72% Barnes Dennig Private Wealth Management LLC 1.27% Northside Capital Management, LLC 3Y 7Y 0.93% Gilman Hill Asset Management, LLC 3Y 7Y 0.66% Douglas Lane & Associates, LLC 3Y 7Y 0.56% SECURED RETIREMENT ADVISORS, LLC 0.44% Cohen Capital Management, Inc. 3Y 7Y 0.37% TOWER TRUST & INVESTMENT Co 0.28%

FAQ About LAWOOD & CO and ZBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAWOOD & CO reported owning ZBH?

LAWOOD & CO reported ZBH across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ZBH position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for ZBH was 0.32% in 2025 Q4.

What is the latest reported ZBH position on this page?

The most recent filing on this page is 2026 Q2, when LAWOOD & CO reported 3,740 shares, equal to 0.22% of portfolio, with an estimated market value of $322K.

What does the chart on this ZBH ownership page compare?

The chart compares LAWOOD & CO's quarterly ZBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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