Institutions / Wellington Shields & Co., LLC
Wellington Shields & Co., LLC
CIK 1506073 · Institution · as of Dec 31, 2025
Portfolio value
$405.40M
Positions
321
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 321 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $33.85M | 8.3% |
| Apple Inc. | $29.97M | 7.4% |
| JPMorgan Chase & Co | $15.32M | 3.8% |
| ELI LILLY & Co | $13.95M | 3.4% |
| NVIDIA Corp | $12.71M | 3.1% |
| Alphabet Inc. | $11.15M | 2.8% |
| Exxon Mobil Corp | $9.26M | 2.3% |
| International Business Machines Corp | $7.85M | 1.9% |
| AbbVie Inc. | $7.04M | 1.7% |
| Amazon.com Inc | $6.98M | 1.7% |
| Caterpillar Inc | $5.39M | 1.3% |
| Alphabet Inc. | $5.18M | 1.3% |
| Blackstone Inc | $5.13M | 1.3% |
| State Street SPDR S&P 500 ETF | $4.65M | 1.1% |
| Visa Inc | $4.54M | 1.1% |
| Warren E. Buffett | $4.35M | 1.1% |
| Broadcom Inc. | $4.21M | 1.0% |
| Union Pacific Corp | $4.05M | 1.0% |
| Rocket Lab CorpRKLB | $4.02M | 1.0% |
| Walmart Inc. | $4.01M | 1.0% |
| Honeywell International Inc | $3.91M | 1.0% |
| Illumina Inc | $3.75M | 0.9% |
| Abbott Laboratories | $3.73M | 0.9% |
| General Electric Co | $3.73M | 0.9% |
| Citigroup Inc | $3.64M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.