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Gibbs Wealth Management’s Curtiss-Wright CW Stock Holding History

Gibbs Wealth 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
2026
Q1 		$1.75M Buy
2,565
+361
+16% +$240K 0.23% 82
2025
Q4 		$1.33M Sell
2,204
-544
-20% -$303K 0.32% 63
2025
Q3 		$1.49M Sell
2,748
-686
-20% -$338K 0.34% 61
2025
Q2 		$1.68M Buy
3,434
+2,651
+339% +$1.05M 0.32% 66
2025
Q1 		$248K Buy
+783
New +$264K 0.06% 274

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gibbs Wealth Management's CW Position: Q1 2026 in Review

Gibbs Wealth Management increased its Curtiss-Wright (CW) stake by 16% in Q1 2026, buying an estimated $240K and bringing the position to 2,565 shares worth $1.75M. The position accounts for 0.23% of the portfolio, ranked #82.

Gibbs Wealth Management first reported a position in CW in Q1 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Gibbs Wealth Management held 2,565 shares of Curtiss-Wright worth $1.75M as of Q1 2026.
  • Gibbs Wealth Management bought 361 Curtiss-Wright shares in Q1 2026, an estimated $240K.
  • Curtiss-Wright made up 0.23% of Gibbs Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Gibbs Wealth Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.