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James Investment Research’s Curtiss-Wright CW Stock Holding History

James Investment Research’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 		$1.33M Buy
1,760
+710
+68% +$520K 0.14% 150
2026
Q1 		$715K Buy
1,050
+202
+24% +$134K 0.08% 211
2025
Q4 		$467K Buy
848
+448
+112% +$250K 0.05% 258
2025
Q3 		$217K Buy
+400
New +$197K 0.02% 320

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

James Investment Research's CW Position: Q2 2026 in Review

James Investment Research increased its Curtiss-Wright (CW) stake by 68% in Q2 2026, buying an estimated $520K and bringing the position to 1,760 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #150.

James Investment Research first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • James Investment Research held 1,760 shares of Curtiss-Wright worth $1.33M as of Q2 2026.
  • James Investment Research bought 710 Curtiss-Wright shares in Q2 2026, an estimated $520K.
  • Curtiss-Wright made up 0.14% of James Investment Research's portfolio in Q2 2026, its #150 holding.
  • James Investment Research first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.