LWM
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Lakeridge Wealth Management’s Curtiss-Wright CW Stock Holding History

Lakeridge 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
Q2 		$953K Sell
1,258
-23
-2% -$16.9K 0.35% 56
2026
Q1 		$873K Hold
1,281
– – 0.38% 54
2025
Q4 		$706K Buy
1,281
+24
+2% +$13.4K 0.32% 66
2025
Q3 		$683K Sell
1,257
-1
-0.1% -$493 0.3% 63
2025
Q2 		$615K Buy
1,258
+1
+0.1% +$395 0.28% 68
2025
Q1 		$399K Hold
1,257
– – 0.2% 98
2024
Q4 		$446K Hold
1,257
– – 0.23% 87
2024
Q3 		$413K Hold
1,257
– – 0.23% 85
2024
Q2 		$341K Hold
1,257
– – 0.2% 97
2024
Q1 		$322K Hold
1,257
– – 0.21% 92
2023
Q4 		$280K Buy
+1,257
New +$263K 0.2% 94

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

Lakeridge Wealth Management's CW Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Curtiss-Wright (CW) stake by 1.8% in Q2 2026, selling an estimated $16.9K and leaving 1,258 shares worth $953K. The position accounts for 0.35% of the portfolio, ranked #56.

Lakeridge Wealth Management first reported a position in CW in Q4 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Lakeridge Wealth Management held 1,258 shares of Curtiss-Wright worth $953K as of Q2 2026.
  • Lakeridge Wealth Management sold 23 Curtiss-Wright shares in Q2 2026, an estimated $16.9K.
  • Curtiss-Wright made up 0.35% of Lakeridge Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Lakeridge Wealth Management first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.