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Moody Lynn & Lieberson’s Curtiss-Wright CW Stock Holding History

Moody Lynn & Lieberson’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 		$1.5M Buy
1,981
+24
+1% +$17.6K 0.08% 96
2026
Q1 		$1.33M Sell
1,957
-54
-3% -$35.9K 0.07% 98
2025
Q4 		$1.11M Buy
2,011
+28
+1% +$15.6K 0.06% 113
2025
Q3 		$1.08M Buy
1,983
+60
+3% +$29.6K 0.06% 116
2025
Q2 		$939K Sell
1,923
-11
-0.6% -$4.34K 0.05% 125
2025
Q1 		$614K Sell
1,934
-65
-3% -$21.9K 0.04% 155
2024
Q4 		$709K Buy
1,999
+18
+0.9% +$6.48K 0.04% 144
2024
Q3 		$651K Hold
1,981
– – 0.04% 155
2024
Q2 		$537K Hold
1,981
– – 0.04% 156
2024
Q1 		$507K Buy
1,981
+2
+0.1% +$465 0.03% 160
2023
Q4 		$441K Buy
+1,979
New +$414K 0.03% 168
2023
Q2 		– Sell
-2,245
Closed -$396K – 227
2023
Q1 		$396K Hold
2,245
– – 0.04% 171
2022
Q4 		$374K Buy
+2,245
New +$374K 0.03% 184
2020
Q2 		– Sell
-3,725
Closed -$344 – 188
2020
Q1 		$344 Sell
3,725
-128
-3% -$16.4K 0.05% 130
2019
Q4 		$543K Sell
3,853
-235
-6% -$31.8K 0.05% 154
2019
Q3 		$529K Buy
4,088
+21
+0.5% +$2.64K 0.06% 137
2019
Q2 		$517K Sell
4,067
-49
-1% -$5.64K 0.06% 146
2019
Q1 		$467K Sell
4,116
-139
-3% -$15.8K 0.05% 149
2018
Q4 		$435K Hold
4,255
– – 0.06% 146
2018
Q3 		$585K Sell
4,255
-10
-0.2% -$1.31K 0.06% 143
2018
Q2 		$508K Sell
4,265
-85
-2% -$11.1K 0.06% 151
2018
Q1 		$588K Sell
4,350
-59
-1% -$7.71K 0.07% 132
2017
Q4 		$585K Buy
4,409
+104
+2% +$12.3K 0.06% 144
2017
Q3 		$450K Buy
+4,305
New +$418K 0.05% 165
2014
Q3 		– Sell
-4,335
Closed -$284K – 196
2014
Q2 		$284K Buy
+4,335
New +$284K 0.04% 163

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moody Lynn & Lieberson's CW Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Curtiss-Wright (CW) stake by 1.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,981 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #96.

Moody Lynn & Lieberson first reported a position in CW in Q2 2014 and has held it in 25 quarters since. 256 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Moody Lynn & Lieberson held 1,981 shares of Curtiss-Wright worth $1.5M as of Q2 2026.
  • Moody Lynn & Lieberson bought 24 Curtiss-Wright shares in Q2 2026, an estimated $17.6K.
  • Curtiss-Wright made up 0.08% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #96 holding.
  • Moody Lynn & Lieberson first reported a position in Curtiss-Wright in Q2 2014 and has held it in 25 quarters since.
  • 256 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.