Wellington Shields Capital Management’s Stryker SYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$476K	Hold	1,450	–	–	0.07%	160
2025 Q4	$510K	Hold	1,450	–	–	0.07%	151
2025 Q3	$536K	Hold	1,450	–	–	0.08%	144
2025 Q2	$574K	Hold	1,450	–	–	0.1%	141
2025 Q1	$540K	Hold	1,450	–	–	0.1%	136
2024 Q4	$522K	Hold	1,450	–	–	0.09%	149
2024 Q3	$524K	Hold	1,450	–	–	0.09%	155
2024 Q2	$493K	Hold	1,450	–	–	0.09%	155
2024 Q1	$519K	Hold	1,450	–	–	0.1%	149
2023 Q4	$434K	Hold	1,450	–	–	0.05%	158
2023 Q3	$396K	Hold	1,450	–	–	0.05%	160
2023 Q2	$442K	Hold	1,450	–	–	0.05%	157
2023 Q1	$414K	Buy	1,450 +350	+32%	+$92.9K	0.05%	165
2022 Q4	$269K	Hold	1,100	–	–	0.03%	200
2022 Q3	$223K	Hold	1,100	–	–	0.05%	212
2022 Q2	$219K	Hold	1,100	–	–	0.03%	214
2022 Q1	$294K	Hold	1,100	–	–	0.03%	225
2021 Q4	$294K	Hold	1,100	–	–	0.04%	254
2021 Q3	$290K	Hold	1,100	–	–	0.04%	227
2021 Q2	$286K	Hold	1,100	–	–	0.03%	248
2021 Q1	$268K	Hold	1,100	–	–	0.03%	251
2020 Q4	$270K	Hold	1,100	–	–	0.04%	231
2020 Q3	$229K	Buy	+1,100	New	+$214K	0.04%	210
2020 Q1	–	Sell	-1,150	Closed	-$241K	–	256
2019 Q4	$241K	Hold	1,150	–	–	0.04%	236
2019 Q3	$249K	Sell	1,150 -700	-38%	-$150K	0.04%	237
2019 Q2	$380K	Hold	1,850	–	–	0.06%	209
2019 Q1	$365K	Hold	1,850	–	–	0.06%	214
2018 Q4	$290K	Hold	1,850	–	–	0.05%	223
2018 Q3	$329K	Buy	1,850 +50	+3%	+$8.54K	0.05%	234
2018 Q2	$304K	Sell	1,800 -200	-10%	-$33.6K	0.05%	243
2018 Q1	$322K	Hold	2,000	–	–	0.05%	252
2017 Q4	$310K	Hold	2,000	–	–	0.05%	277
2017 Q3	$284K	Sell	2,000 -50	-2%	-$7.17K	0.05%	270
2017 Q2	$284K	Sell	2,050 -400	-16%	-$54.9K	0.05%	279
2017 Q1	$323K	Hold	2,450	–	–	0.05%	252
2016 Q4	$294K	Sell	2,450 -50	-2%	-$5.75K	0.05%	258
2016 Q3	$291K	Hold	2,500	–	–	0.05%	259
2016 Q2	$300K	Sell	2,500 -25	-1%	-$2.79K	0.05%	258
2016 Q1	$271K	Sell	2,525 -150	-6%	-$14.8K	0.05%	267
2015 Q4	$249K	Hold	2,675	–	–	0.04%	270
2015 Q3	$252K	Sell	2,675 -125	-4%	-$12.4K	0.04%	261
2015 Q2	$268K	Hold	2,800	–	–	0.04%	291
2015 Q1	$258K	Hold	2,800	–	–	0.04%	293
2014 Q4	$264K	Hold	2,800	–	–	0.04%	292
2014 Q3	$226K	Hold	2,800	–	–	0.04%	310
2014 Q2	$236K	Hold	2,800	–	–	0.04%	320
2014 Q1	$228K	Hold	2,800	–	–	0.04%	315
2013 Q4	$210K	Buy	+2,800	New	+$204K	0.04%	294

Other funds holding SYK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wellington Shields Capital Management held its Stryker (SYK) position steady in Q1 2026 at 1,450 shares worth $476K. The position accounts for 0.07% of the portfolio, ranked #160.

Wellington Shields Capital Management first reported a position in SYK in Q4 2013 and has held it in 48 quarters since. The position peaked at $574K in Q2 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

Wellington Shields Capital Management held 1,450 shares of Stryker worth $476K as of Q1 2026.
Wellington Shields Capital Management left its Stryker share count unchanged in Q1 2026.
Stryker made up 0.07% of Wellington Shields Capital Management's portfolio in Q1 2026, its #160 holding.
Wellington Shields Capital Management first reported a position in Stryker in Q4 2013 and has held it in 48 quarters since.
Wellington Shields Capital Management's Stryker position peaked at $574K in Q2 2025.
2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

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