LIWM
CW icon

Long Island Wealth Management’s Curtiss-Wright CW Stock Holding History

Long Island 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 		$276K Hold
405
– – 0.13% 76
2025
Q4 		$223K Hold
405
– – 0.11% 82
2025
Q3 		$220K Buy
+405
New +$200K 0.11% 81
2024
Q1 		– Sell
-405
Closed -$90K – 147
2023
Q4 		$90K Buy
+405
New +$84.7K 0.06% 100

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 $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Long Island Wealth Management's CW Position: Q1 2026 in Review

Long Island Wealth Management held its Curtiss-Wright (CW) position steady in Q1 2026 at 405 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #76.

Long Island Wealth Management first reported a position in CW in Q4 2023 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Long Island Wealth Management held 405 shares of Curtiss-Wright worth $276K as of Q1 2026.
  • Long Island Wealth Management left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up 0.13% of Long Island Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Long Island Wealth Management first reported a position in Curtiss-Wright in Q4 2023 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.