WSCM
HI

Wellington Shields Capital Management’s Hillenbrand HI Stock Holding History

Wellington Shields Capital Management’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,760
Closed -$754K – 332
2025
Q4 		$754K Sell
23,760
-133,666
-85% -$4.12M 0.11% 126
2025
Q3 		$4.26M Buy
157,426
+12,251
+8% +$288K 0.65% 36
2025
Q2 		$2.91M Buy
+145,175
New +$3.02M 0.49% 46

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Wellington Shields Capital Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 23,760 shares — an estimated $754K sold.

Wellington Shields Capital Management first reported a position in HI in Q2 2025 and held it in 3 quarters. The position peaked at $4.26M in Q3 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Wellington Shields Capital Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Wellington Shields Capital Management sold 23,760 Hillenbrand shares in Q1 2026, an estimated $754K.
  • Wellington Shields Capital Management first reported a position in Hillenbrand in Q2 2025 and held it in 3 quarters.
  • Wellington Shields Capital Management's Hillenbrand position peaked at $4.26M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

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