WSCM
QXO

Wellington Shields Capital Management’s QXO Inc QXO Stock Holding History

Wellington Shields Capital Management’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Buy
910,228
+242,177
+36% +$4.51M 2% 11
2026
Q1 		$13M Buy
668,051
+135,293
+25% +$3.1M 1.95% 11
2025
Q4 		$10.3M Buy
532,758
+119,328
+29% +$2.29M 1.5% 17
2025
Q3 		$7.88M Buy
413,430
+281,505
+213% +$5.83M 1.2% 18
2025
Q2 		$2.84M Buy
131,925
+29,525
+29% +$485K 0.48% 50
2025
Q1 		$1.39M Sell
102,400
-4,800
-4% -$65.3K 0.25% 82
2024
Q4 		$1.7M Buy
107,200
+32,800
+44% +$516K 0.3% 70
2024
Q3 		$1.17M Buy
+74,400
New +$2.17M 0.2% 99

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wellington Shields Capital Management increased its QXO Inc (QXO) stake by 36% in Q2 2026, buying an estimated $4.51M and bringing the position to 910,228 shares worth $15.7M. The position accounts for 2% of the portfolio, ranked #11.

Wellington Shields Capital Management first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Wellington Shields Capital Management held 910,228 shares of QXO Inc worth $15.7M as of Q2 2026.
  • Wellington Shields Capital Management bought 242,177 QXO Inc shares in Q2 2026, an estimated $4.51M.
  • QXO Inc made up 2% of Wellington Shields Capital Management's portfolio in Q2 2026, its #11 holding.
  • Wellington Shields Capital Management first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

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