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Baer Investment Advisory’s Curtiss-Wright CW Stock Holding History

Baer Investment Advisory’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
2026
Q1 		$5.41M Sell
7,941
-22
-0.3% -$14.6K 5.4% 4
2025
Q4 		$4.39M Buy
7,963
+324
+4% +$181K 4.18% 8
2025
Q3 		$4.15M Buy
+7,639
New +$3.76M 3.56% 11

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Baer Investment Advisory's CW Position: Q1 2026 in Review

Baer Investment Advisory reduced its Curtiss-Wright (CW) stake by 0.28% in Q1 2026, selling an estimated $14.6K and leaving 7,941 shares worth $5.41M. The position accounts for 5.4% of the portfolio, ranked #4.

Baer Investment Advisory first reported a position in CW in Q3 2025 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Baer Investment Advisory held 7,941 shares of Curtiss-Wright worth $5.41M as of Q1 2026.
  • Baer Investment Advisory sold 22 Curtiss-Wright shares in Q1 2026, an estimated $14.6K.
  • Curtiss-Wright made up 5.4% of Baer Investment Advisory's portfolio in Q1 2026, its #4 holding.
  • Baer Investment Advisory first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.