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Wellington Shields Capital Management’s Curtiss-Wright CW Stock Holding History

Wellington Shields 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
Q2 		$3.2M Buy
4,223
+500
+13% +$366K 0.41% 49
2026
Q1 		$2.54M Buy
3,723
+173
+5% +$115K 0.38% 59
2025
Q4 		$1.96M Hold
3,550
– – 0.29% 68
2025
Q3 		$1.93M Hold
3,550
– – 0.29% 75
2025
Q2 		$1.73M Hold
3,550
– – 0.29% 78
2025
Q1 		$1.13M Hold
3,550
– – 0.2% 94
2024
Q4 		$1.26M Buy
+3,550
New +$1.28M 0.22% 88

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Shields Capital Management's CW Position: Q2 2026 in Review

Wellington Shields Capital Management increased its Curtiss-Wright (CW) stake by 13% in Q2 2026, buying an estimated $366K and bringing the position to 4,223 shares worth $3.2M. The position accounts for 0.41% of the portfolio, ranked #49.

Wellington Shields Capital Management first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Wellington Shields Capital Management held 4,223 shares of Curtiss-Wright worth $3.2M as of Q2 2026.
  • Wellington Shields Capital Management bought 500 Curtiss-Wright shares in Q2 2026, an estimated $366K.
  • Curtiss-Wright made up 0.41% of Wellington Shields Capital Management's portfolio in Q2 2026, its #49 holding.
  • Wellington Shields Capital Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.