AIM
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Athena Investment Management’s Curtiss-Wright CW Stock Holding History

Athena Investment Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-851
Closed -$302K – 149
2024
Q4 		$302K Buy
+851
New +$306K 0.17% 118

Other funds holding CW

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Athena Investment Management's CW Position: Q1 2025 in Review

Athena Investment Management sold out of Curtiss-Wright (CW) in Q1 2025, closing a stake of 851 shares — an estimated $302K sold.

Athena Investment Management first reported a position in CW in Q4 2024 and held it in 1 quarter. The position peaked at $302K in Q4 2024. 647 funds tracked by Wall St. Rank hold CW as of Q1 2025.

  • Athena Investment Management reported no remaining Curtiss-Wright position as of Q1 2025 after selling out during the quarter.
  • Athena Investment Management sold 851 Curtiss-Wright shares in Q1 2025, an estimated $302K.
  • Athena Investment Management first reported a position in Curtiss-Wright in Q4 2024 and held it in 1 quarter.
  • Athena Investment Management's Curtiss-Wright position peaked at $302K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on Athena Investment Management's 13F filing for Q1 2025, filed 12 May 2025.