SIR Capital Management’s Corning GLW Stock Holding History

SIR Capital Management’s Portfolio GLW Stock Details GLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07M	Sell	8,088 -63,005	-89%	-$11.5M	0.24%	67
2026 Q1	$9.67M	Sell	71,093 -18,713	-21%	-$2.26M	0.9%	35
2025 Q4	$7.86M	Sell	89,806 -86,997	-49%	-$7.49M	0.87%	41
2025 Q3	$14.5M	Sell	176,803 -57,574	-25%	-$3.76M	1.3%	24
2025 Q2	$12.3M	Buy	234,377 +111,807	+91%	+$5.23M	1.1%	25
2025 Q1	$5.61M	Buy	+122,570	New	+$6.05M	0.49%	50

Other funds holding GLW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIR Capital Management's GLW Position: Q2 2026 in Review

SIR Capital Management reduced its Corning (GLW) stake by 89% in Q2 2026, selling an estimated $11.5M and leaving 8,088 shares worth $2.07M. The position accounts for 0.24% of the portfolio, ranked #67.

SIR Capital Management first reported a position in GLW in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.5M in Q3 2025. 2,674 funds tracked by Wall St. Rank hold GLW as of Q2 2026.

SIR Capital Management held 8,088 shares of Corning worth $2.07M as of Q2 2026.
SIR Capital Management sold 63,005 Corning shares in Q2 2026, an estimated $11.5M.
Corning made up 0.24% of SIR Capital Management's portfolio in Q2 2026, its #67 holding.
SIR Capital Management first reported a position in Corning in Q1 2025 and has held it in 6 quarters since.
SIR Capital Management's Corning position peaked at $14.5M in Q3 2025.
2,674 funds tracked by Wall St. Rank held Corning as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.