Shelton Capital Management’s Curtiss-Wright CW Stock Holding History

Shelton Capital 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	$1.29M	Buy	1,892 +675	+55%	+$449K	0.03%	255
2025 Q4	$671K	Sell	1,217 -118	-9%	-$65.8K	0.01%	303
2025 Q3	$725K	Hold	1,335	–	–	0.02%	289
2025 Q2	$652K	Sell	1,335 -27	-2%	-$10.7K	0.02%	302
2025 Q1	$432K	Sell	1,362 -83	-6%	-$28K	0.01%	362
2024 Q4	$513K	Sell	1,445 -75	-5%	-$27K	0.01%	342
2024 Q3	$500K	Hold	1,520	–	–	0.01%	349
2024 Q2	$412K	Sell	1,520 -129	-8%	-$34.5K	0.01%	381
2024 Q1	$422K	Hold	1,649	–	–	0.01%	400
2023 Q4	$367K	Sell	1,649 -129	-7%	-$27K	0.01%	411
2023 Q3	$348K	Sell	1,778 -110	-6%	-$21.8K	0.01%	404
2023 Q2	$347K	Sell	1,888 -56	-3%	-$9.55K	0.01%	425
2023 Q1	$343K	Hold	1,944	–	–	0.01%	411
2022 Q4	$325K	Sell	1,944 -78	-4%	-$13K	0.03%	401
2022 Q3	$281K	Sell	2,022 -144	-7%	-$20.4K	0.01%	480
2022 Q2	$286K	Hold	2,166	–	–	0.01%	493
2022 Q1	$325K	Hold	2,166	–	–	0.01%	507
2021 Q4	$300K	Sell	2,166 -156	-7%	-$20.6K	0.01%	560
2021 Q3	$293K	Hold	2,322	–	–	0.01%	562
2021 Q2	$276K	Hold	2,322	–	–	0.01%	617
2021 Q1	$275K	Hold	2,322	–	–	0.01%	597
2020 Q4	$270K	Sell	2,322 -165	-7%	-$17.4K	0.01%	541
2020 Q3	$232K	Hold	2,487	–	–	0.01%	625
2020 Q2	$222K	Sell	2,487 -239	-9%	-$22.8K	0.01%	556
2020 Q1	$252K	Hold	2,726	–	–	0.02%	461
2019 Q4	$384K	Sell	2,726 -177	-6%	-$24K	0.02%	435
2019 Q3	$376K	Hold	2,903	–	–	0.02%	435
2019 Q2	$369K	Buy	2,903 +2,547	+715%	+$293K	0.02%	449
2019 Q1	$3.14K	Sell	356 -2,788	-89%	-$317K	0.01%	708
2018 Q4	$321K	Hold	3,144	–	–	0.02%	451
2018 Q3	$432K	Hold	3,144	–	–	0.02%	410
2018 Q2	$374K	Hold	3,144	–	–	0.02%	461
2018 Q1	$425K	Hold	3,144	–	–	0.03%	402
2017 Q4	$383K	Hold	3,144	–	–	0.02%	468
2017 Q3	$329K	Hold	3,144	–	–	0.02%	518
2017 Q2	$289K	Hold	3,144	–	–	0.02%	593
2017 Q1	$287K	Hold	3,144	–	–	0.02%	596
2016 Q4	$309K	Hold	3,144	–	–	0.02%	599
2016 Q3	$286K	Buy	+3,144	New	+$277K	0.02%	594
2016 Q1	–	Sell	-3,629	Closed	-$249K	–	761
2015 Q4	$249K	Hold	3,629	–	–	0.02%	625
2015 Q3	$227K	Hold	3,629	–	–	0.03%	654
2015 Q2	$263K	Sell	3,629 -202	-5%	-$14.9K	0.03%	627
2015 Q1	$283K	Hold	3,831	–	–	0.03%	619
2014 Q4	$270K	Hold	3,831	–	–	0.03%	621
2014 Q3	$253K	Hold	3,831	–	–	0.03%	615
2014 Q2	$251K	Buy	3,831 +289	+8%	+$19K	0.04%	644
2014 Q1	$225K	Hold	3,542	–	–	0.03%	668
2013 Q4	$220K	Buy	+3,542	New	+$184K	0.03%	659

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Shelton Capital Management's CW Position: Q1 2026 in Review

Shelton Capital Management increased its Curtiss-Wright (CW) stake by 55% in Q1 2026, buying an estimated $449K and bringing the position to 1,892 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #255.

Shelton Capital Management first reported a position in CW in Q4 2013 and has held it in 48 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Shelton Capital Management held 1,892 shares of Curtiss-Wright worth $1.29M as of Q1 2026.
Shelton Capital Management bought 675 Curtiss-Wright shares in Q1 2026, an estimated $449K.
Curtiss-Wright made up 0.03% of Shelton Capital Management's portfolio in Q1 2026, its #255 holding.
Shelton Capital Management first reported a position in Curtiss-Wright in Q4 2013 and has held it in 48 quarters since.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.