Yorktown Management & Research Company’s Curtiss-Wright CW Stock Holding History

Yorktown Management & Research Company’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Hold	1,400	–	–	0.65%	30
2026 Q1	$954K	Hold	1,400	–	–	0.8%	25
2025 Q4	$772K	Hold	1,400	–	–	0.62%	35
2025 Q3	$760K	Hold	1,400	–	–	0.61%	42
2025 Q2	$684K	Hold	1,400	–	–	0.65%	35
2025 Q1	$444K	Hold	1,400	–	–	0.48%	79
2024 Q4	$497K	Hold	1,400	–	–	0.48%	83
2024 Q3	$460K	Buy	+1,400	New	+$414K	0.47%	89

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Yorktown Management & Research Company's CW Position: Q2 2026 in Review

Yorktown Management & Research Company held its Curtiss-Wright (CW) position steady in Q2 2026 at 1,400 shares worth $1.06M. The position accounts for 0.65% of the portfolio, ranked #30.

Yorktown Management & Research Company first reported a position in CW in Q3 2024 and has held it in 8 quarters since. 499 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Yorktown Management & Research Company held 1,400 shares of Curtiss-Wright worth $1.06M as of Q2 2026.
Yorktown Management & Research Company left its Curtiss-Wright share count unchanged in Q2 2026.
Curtiss-Wright made up 0.65% of Yorktown Management & Research Company's portfolio in Q2 2026, its #30 holding.
Yorktown Management & Research Company first reported a position in Curtiss-Wright in Q3 2024 and has held it in 8 quarters since.
499 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.