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FSM Wealth Advisors’s Curtiss-Wright CW Stock Holding History

FSM Wealth Advisors’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
Q2 		$272K Buy
359
+5
+1% +$3.66K 0.03% 280
2026
Q1 		$241K Sell
354
-144
-29% -$95.8K 0.03% 278
2025
Q4 		$275K Sell
498
-229
-31% -$128K 0.04% 254
2025
Q3 		$395K Buy
727
+108
+17% +$53.2K 0.06% 200
2025
Q2 		$304K Sell
619
-76
-11% -$30K 0.05% 216
2025
Q1 		$221K Buy
695
+116
+20% +$39.1K 0.05% 192
2024
Q4 		$212K Buy
+579
New +$209K 0.05% 182

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FSM Wealth Advisors's CW Position: Q2 2026 in Review

FSM Wealth Advisors increased its Curtiss-Wright (CW) stake by 1.4% in Q2 2026, buying an estimated $3.66K and bringing the position to 359 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #280.

FSM Wealth Advisors first reported a position in CW in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q3 2025. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • FSM Wealth Advisors held 359 shares of Curtiss-Wright worth $272K as of Q2 2026.
  • FSM Wealth Advisors bought 5 Curtiss-Wright shares in Q2 2026, an estimated $3.66K.
  • Curtiss-Wright made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • FSM Wealth Advisors first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • FSM Wealth Advisors's Curtiss-Wright position peaked at $395K in Q3 2025.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.