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Smith Salley Wealth Management’s Curtiss-Wright CW Stock Holding History

Smith Salley 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 		$22.5M Buy
33,062
+293
+0.9% +$195K 1.13% 27
2025
Q4 		$18.1M Sell
32,769
-221
-0.7% -$123K 0.89% 32
2025
Q3 		$17.9M Buy
32,990
+467
+1% +$230K 0.92% 32
2025
Q2 		$15.9M Buy
32,523
+1,122
+4% +$443K 0.92% 35
2025
Q1 		$9.96M Buy
31,401
+195
+0.6% +$65.8K 0.65% 46
2024
Q4 		$11.1M Buy
+31,206
New +$11.2M 0.71% 40

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

Smith Salley Wealth Management's CW Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Curtiss-Wright (CW) stake by 0.89% in Q1 2026, buying an estimated $195K and bringing the position to 33,062 shares worth $22.5M. The position accounts for 1.13% of the portfolio, ranked #27.

Smith Salley Wealth Management first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Smith Salley Wealth Management held 33,062 shares of Curtiss-Wright worth $22.5M as of Q1 2026.
  • Smith Salley Wealth Management bought 293 Curtiss-Wright shares in Q1 2026, an estimated $195K.
  • Curtiss-Wright made up 1.13% of Smith Salley Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Smith Salley Wealth Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.