Wellington Shields Capital Management, LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    335

  • Value ($000)

    $658,921

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001506071
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$54.34M
8 %

104,916

G
GOOG

ALPHABET INC CAP STK CL C

STOCK
02079K107
$31.46M
5 %

129,190

A
AAPL

APPLE INC COM

STOCK
037833100
$30.62M
5 %

120,260

B
BX

BLACKSTONE INC COM

STOCK
09260D107
$25.28M
4 %

147,953

G
GOOGL

ALPHABET INC CAP STK CL A

STOCK
02079K305
$24.15M
4 %

99,354

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$22.73M
4 %

103,542

J
JPM

JPMORGAN CHASE & CO. COM

STOCK
46625H100
$22.08M
3 %

70,007

M
MA

MASTERCARD INCORPORATED CL A

STOCK
57636Q104
$17.81M
3 %

31,312

B
BE

BLOOM ENERGY CORP COM CL A

STOCK
093712107
$15.32M
2 %

181,175

A
AXP

AMERICAN EXPRESS CO COM

STOCK
025816109
$12.72M
2 %

38,291

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