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Wellington Shields Capital Management’s MKS Inc MKSI Stock Holding History

Wellington Shields Capital Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Sell
52,220
-1,941
-4% -$439K 1.8% 13
2025
Q4 		$8.65M Sell
54,161
-721
-1% -$107K 1.26% 18
2025
Q3 		$6.79M Sell
54,882
-237
-0.4% -$25.3K 1.03% 22
2025
Q2 		$5.48M Buy
+55,119
New +$4.48M 0.93% 24

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Shields Capital Management reduced its MKS Inc (MKSI) stake by 3.6% in Q1 2026, selling an estimated $439K and leaving 52,220 shares worth $12M. The position accounts for 1.8% of the portfolio, ranked #13.

Wellington Shields Capital Management first reported a position in MKSI in Q2 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Wellington Shields Capital Management held 52,220 shares of MKS Inc worth $12M as of Q1 2026.
  • Wellington Shields Capital Management sold 1,941 MKS Inc shares in Q1 2026, an estimated $439K.
  • MKS Inc made up 1.8% of Wellington Shields Capital Management's portfolio in Q1 2026, its #13 holding.
  • Wellington Shields Capital Management first reported a position in MKS Inc in Q2 2025 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

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