Wellington Shields Capital Management, LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
322
- Value ($000)
$591,024
- Date Filed08/05/2025
- Form type13F-HR
- CIK0001506071
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $52.42M | 9 % | 105,393 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $25.11M | 4 % | 122,388 | ||
GOOG ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $24.89M | 4 % | 140,309 | ||
BX BLACKSTONE INC COM | STOCK | 09260D107 | $23.33M | 4 % | 155,967 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $21.68M | 4 % | 98,839 | ||
JPM JPMORGAN CHASE & CO. COM | STOCK | 46625H100 | $19.81M | 3 % | 68,333 | ||
GOOGL ALPHABET INC CAP STK CL A | STOCK | 02079K305 | $17.55M | 3 % | 99,580 | ||
MA MASTERCARD INCORPORATED CL A | STOCK | 57636Q104 | $17.51M | 3 % | 31,152 | ||
PANW PALO ALTO NETWORKS INC COM | STOCK | 697435105 | $12.38M | 2 % | 60,475 | ||
XOM EXXON MOBIL CORP COM | STOCK | 30231G102 | $11.95M | 2 % | 110,827 |
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