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Jackson Thornton Wealth Management’s Curtiss-Wright CW Stock Holding History

Jackson Thornton 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 		$298K Buy
410
+19
+5% +$12.6K 0.03% 187
2025
Q4 		$232K Buy
+391
New +$218K 0.02% 269

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jackson Thornton Wealth Management's CW Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Curtiss-Wright (CW) stake by 4.9% in Q1 2026, buying an estimated $12.6K and bringing the position to 410 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #187.

Jackson Thornton Wealth Management first reported a position in CW in Q4 2025 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Jackson Thornton Wealth Management held 410 shares of Curtiss-Wright worth $298K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 19 Curtiss-Wright shares in Q1 2026, an estimated $12.6K.
  • Curtiss-Wright made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Jackson Thornton Wealth Management first reported a position in Curtiss-Wright in Q4 2025 and has held it in 2 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.