LPL Financial’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.5M | Buy |
66,742
+11,700
| +21% | +$7.78M | 0.01% | 962 |
|
|
2025
Q4 | $30.3M | Sell |
55,042
-1,945
| -3% | -$1.08M | 0.01% | 1143 |
|
|
2025
Q3 | $30.9M | Buy |
56,987
+13,115
| +30% | +$6.46M | 0.01% | 1095 |
|
|
2025
Q2 | $21.4M | Buy |
43,872
+9,561
| +28% | +$3.77M | 0.01% | 1215 |
|
|
2025
Q1 | $10.9M | Buy |
34,311
+9,242
| +37% | +$3.12M | ﹤0.01% | 1535 |
|
|
2024
Q4 | $8.9M | Buy |
25,069
+9,939
| +66% | +$3.58M | ﹤0.01% | 1630 |
|
|
2024
Q3 | $4.97M | Buy |
15,130
+2,941
| +24% | +$870K | ﹤0.01% | 1996 |
|
|
2024
Q2 | $3.3M | Buy |
12,189
+1,055
| +9% | +$282K | ﹤0.01% | 2179 |
|
|
2024
Q1 | $2.85M | Buy |
11,134
+774
| +7% | +$180K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $2.31M | Buy |
10,360
+408
| +4% | +$85.4K | ﹤0.01% | 2301 |
|
|
2023
Q3 | $1.95M | Buy |
9,952
+583
| +6% | +$116K | ﹤0.01% | 2302 |
|
|
2023
Q2 | $1.72M | Buy |
9,369
+89
| +1% | +$15.2K | ﹤0.01% | 2379 |
|
|
2023
Q1 | $1.64M | Sell |
9,280
-2,306
| -20% | -$391K | ﹤0.01% | 2311 |
|
|
2022
Q4 | $1.93M | Buy |
11,586
+513
| +5% | +$85.4K | ﹤0.01% | 2095 |
|
|
2022
Q3 | $1.54M | Buy |
11,073
+558
| +5% | +$79.2K | ﹤0.01% | 2185 |
|
|
2022
Q2 | $1.39M | Sell |
10,515
-595
| -5% | -$84.5K | ﹤0.01% | 2308 |
|
|
2022
Q1 | $1.67M | Buy |
11,110
+2,572
| +30% | +$366K | ﹤0.01% | 2199 |
|
|
2021
Q4 | $1.18M | Buy |
8,538
+595
| +7% | +$78.5K | ﹤0.01% | 2514 |
|
|
2021
Q3 | $1M | Buy |
7,943
+2,547
| +47% | +$304K | ﹤0.01% | 2610 |
|
|
2021
Q2 | $641K | Sell |
5,396
-2,502
| -32% | -$313K | ﹤0.01% | 2941 |
|
|
2021
Q1 | $937K | Sell |
7,898
-918
| -10% | -$106K | ﹤0.01% | 2445 |
|
|
2020
Q4 | $1.03M | Buy |
8,816
+5,244
| +147% | +$554K | ﹤0.01% | 2158 |
|
|
2020
Q3 | $333K | Buy |
3,572
+776
| +28% | +$74.5K | ﹤0.01% | 2823 |
|
|
2020
Q2 | $250K | Buy |
2,796
+356
| +15% | +$33.9K | ﹤0.01% | 2968 |
|
|
2020
Q1 | $225K | Buy |
2,440
+199
| +9% | +$25.5K | ﹤0.01% | 2727 |
|
|
2019
Q4 | $316K | Buy |
2,241
+432
| +24% | +$58.5K | ﹤0.01% | 2731 |
|
|
2019
Q3 | $234K | Sell |
1,809
-24
| -1% | -$3.02K | ﹤0.01% | 2876 |
|
|
2019
Q2 | $233K | Buy |
+1,833
| New | +$211K | ﹤0.01% | 2914 |
|
|
2018
Q4 | – | Sell |
-1,998
| Closed | -$275K | – | 3109 |
|
|
2018
Q3 | $275K | Sell |
1,998
-90
| -4% | -$11.8K | ﹤0.01% | 2769 |
|
|
2018
Q2 | $248K | Sell |
2,088
-620
| -23% | -$80.8K | ﹤0.01% | 2813 |
|
|
2018
Q1 | $366K | Buy |
+2,708
| New | +$354K | ﹤0.01% | 2433 |
|
|
2017
Q3 | – | Sell |
-2,936
| Closed | -$269K | – | 2876 |
|
|
2017
Q2 | $269K | Buy |
2,936
+21
| +0.7% | +$1.89K | ﹤0.01% | 2378 |
|
|
2017
Q1 | $264K | Buy |
+2,915
| New | +$281K | ﹤0.01% | 2295 |
|
|
2016
Q2 | – | Sell |
-3,568
| Closed | -$266K | – | 2688 |
|
|
2016
Q1 | $266K | Sell |
3,568
-2,370
| -40% | -$164K | ﹤0.01% | 2604 |
|
|
2015
Q4 | $420K | Buy |
+5,938
| New | +$404K | ﹤0.01% | 2309 |
|
|
2015
Q3 | – | Sell |
-3,681
| Closed | -$265K | – | 2805 |
|
|
2015
Q2 | $265K | Buy |
3,681
+543
| +17% | +$40K | ﹤0.01% | 2409 |
|
|
2015
Q1 | $236K | Sell |
3,138
-168
| -5% | -$11.8K | ﹤0.01% | 2432 |
|
|
2014
Q4 | $233K | Buy |
3,306
+155
| +5% | +$10.7K | ﹤0.01% | 2376 |
|
|
2014
Q3 | $203K | Sell |
3,151
-349
| -10% | -$23.5K | ﹤0.01% | 2450 |
|
|
2014
Q2 | $229K | Sell |
3,500
-269
| -7% | -$17.7K | ﹤0.01% | 2387 |
|
|
2014
Q1 | $239K | Sell |
3,769
-9,472
| -72% | -$599K | ﹤0.01% | 2303 |
|
|
2013
Q4 | $824K | Buy |
+13,241
| New | +$687K | 0.01% | 1369 |
|
Other funds holding CW
VCM
VPM
LPL Financial's CW Position: Q1 2026 in Review
LPL Financial increased its Curtiss-Wright (CW) stake by 21% in Q1 2026, buying an estimated $7.78M and bringing the position to 66,742 shares worth $45.5M. The position accounts for 0.01% of the portfolio, ranked #962.
LPL Financial first reported a position in CW in Q4 2013 and has held it in 42 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.
- LPL Financial held 66,742 shares of Curtiss-Wright worth $45.5M as of Q1 2026.
- LPL Financial bought 11,700 Curtiss-Wright shares in Q1 2026, an estimated $7.78M.
- Curtiss-Wright made up 0.01% of LPL Financial's portfolio in Q1 2026, its #962 holding.
- LPL Financial first reported a position in Curtiss-Wright in Q4 2013 and has held it in 42 quarters since.
- 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.