Wellington Shields Capital Management’s Equifax EFX Stock Holding History

Wellington Shields Capital Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$939K	Hold	5,213	–	–	0.14%	108
2025 Q4	$1.13M	Hold	5,213	–	–	0.16%	103
2025 Q3	$1.34M	Hold	5,213	–	–	0.2%	93
2025 Q2	$1.35M	Hold	5,213	–	–	0.23%	90
2025 Q1	$1.27M	Sell	5,213 -225	-4%	-$56.6K	0.23%	87
2024 Q4	$1.39M	Hold	5,438	–	–	0.25%	83
2024 Q3	$1.6M	Hold	5,438	–	–	0.28%	79
2024 Q2	$1.32M	Hold	5,438	–	–	0.24%	90
2024 Q1	$1.45M	Sell	5,438 -750	-12%	-$191K	0.27%	82
2023 Q4	$1.53M	Hold	6,188	–	–	0.19%	77
2023 Q3	$1.13M	Sell	6,188 -1,137	-16%	-$232K	0.15%	92
2023 Q2	$1.72M	Sell	7,325 -249	-3%	-$52.4K	0.21%	69
2023 Q1	$1.54M	Buy	7,574 +1	+0%	+$208	0.18%	73
2022 Q4	$1.47M	Buy	7,573 +1	+0%	+$183	0.18%	77
2022 Q3	$1.3M	Buy	7,572 +1	+0%	+$196	0.31%	83
2022 Q2	$1.38M	Hold	7,571	–	–	0.17%	80
2022 Q1	$1.79M	Hold	7,571	–	–	0.2%	75
2021 Q4	$2.22M	Hold	7,571	–	–	0.28%	79
2021 Q3	$1.92M	Hold	7,571	–	–	0.26%	75
2021 Q2	$1.81M	Hold	7,571	–	–	0.22%	95
2021 Q1	$1.37M	Hold	7,571	–	–	0.13%	126
2020 Q4	$1.46M	Buy	7,571 +1,133	+18%	+$190K	0.2%	99
2020 Q3	$1.01M	Hold	6,438	–	–	0.16%	96
2020 Q2	$1.11M	Hold	6,438	–	–	0.18%	101
2020 Q1	$769K	Hold	6,438	–	–	0.15%	111
2019 Q4	$902K	Hold	6,438	–	–	0.14%	131
2019 Q3	$906K	Hold	6,438	–	–	0.15%	130
2019 Q2	$871K	Hold	6,438	–	–	0.14%	125
2019 Q1	$763K	Sell	6,438 -25	-0.4%	-$2.67K	0.13%	141
2018 Q4	$602K	Sell	6,463 -150	-2%	-$16K	0.11%	160
2018 Q3	$863K	Hold	6,613	–	–	0.14%	146
2018 Q2	$827K	Hold	6,613	–	–	0.14%	149
2018 Q1	$779K	Hold	6,613	–	–	0.12%	168
2017 Q4	$780K	Sell	6,613 -47	-0.7%	-$5.28K	0.12%	173
2017 Q3	$706K	Buy	6,660 +1,160	+21%	+$153K	0.12%	170
2017 Q2	$756K	Hold	5,500	–	–	0.12%	163
2017 Q1	$752K	Hold	5,500	–	–	0.12%	162
2016 Q4	$650K	Hold	5,500	–	–	0.11%	172
2016 Q3	$740K	Hold	5,500	–	–	0.13%	159
2016 Q2	$706K	Hold	5,500	–	–	0.12%	153
2016 Q1	$629K	Hold	5,500	–	–	0.11%	164
2015 Q4	$613K	Hold	5,500	–	–	0.1%	166
2015 Q3	$534K	Sell	5,500 -1,000	-15%	-$99.3K	0.09%	181
2015 Q2	$631K	Hold	6,500	–	–	0.1%	194
2015 Q1	$604K	Sell	6,500 -2,000	-24%	-$177K	0.09%	197
2014 Q4	$687K	Hold	8,500	–	–	0.11%	177
2014 Q3	$635K	Sell	8,500 -4,000	-32%	-$305K	0.11%	188
2014 Q2	$907K	Hold	12,500	–	–	0.14%	146
2014 Q1	$850K	Hold	12,500	–	–	0.15%	145
2013 Q4	$864K	Hold	12,500	–	–	0.16%	133
2013 Q3	$748K	Hold	12,500	–	–	0.14%	142
2013 Q2	$737K	Buy	+12,500	New	+$754K	0.13%	155

Other funds holding EFX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Shields Capital Management's EFX Position: Q1 2026 in Review

Wellington Shields Capital Management held its Equifax (EFX) position steady in Q1 2026 at 5,213 shares worth $939K. The position accounts for 0.14% of the portfolio, ranked #108.

Wellington Shields Capital Management first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.22M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Wellington Shields Capital Management held 5,213 shares of Equifax worth $939K as of Q1 2026.
Wellington Shields Capital Management left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.14% of Wellington Shields Capital Management's portfolio in Q1 2026, its #108 holding.
Wellington Shields Capital Management first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
Wellington Shields Capital Management's Equifax position peaked at $2.22M in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.