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Wellington Shields & Co’s Comfort Systems FIX Stock Holding History

Wellington Shields & Co’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
886
+1
+0.1% +$1.27K 0.31% 77
2025
Q4 		$826K Buy
885
+1
+0.1% +$923 0.2% 101
2025
Q3 		$729K Buy
884
+136
+18% +$92.2K 0.19% 107
2025
Q2 		$401K Sell
748
-158
-17% -$68.8K 0.11% 150
2025
Q1 		$292K Buy
906
+10
+1% +$4.03K 0.09% 178
2024
Q4 		$380K Buy
896
+150
+20% +$65.9K 0.12% 149
2024
Q3 		$291K Buy
+746
New +$246K 0.09% 181

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Wellington Shields & Co's FIX Position: Q1 2026 in Review

Wellington Shields & Co increased its Comfort Systems (FIX) stake by 0.11% in Q1 2026, buying an estimated $1.27K and bringing the position to 886 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #77.

Wellington Shields & Co first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Wellington Shields & Co held 886 shares of Comfort Systems worth $1.22M as of Q1 2026.
  • Wellington Shields & Co bought 1 Comfort Systems share in Q1 2026, an estimated $1.27K.
  • Comfort Systems made up 0.31% of Wellington Shields & Co's portfolio in Q1 2026, its #77 holding.
  • Wellington Shields & Co first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

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