Holdings
Wellington Shields Capital Management, LLC
As of Jun 30, 2026, Wellington Shields Capital Management, LLC reported 259 positions worth US$671M. Largest: Alphabet Inc (google) Class C, Bloom Energy Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 172K | US$61.3M | −42,192 | Jun 30, 2026 |
| Bloom Energy Corporation | 155K | US$46.9M | −4,700 | Jun 30, 2026 |
| Microsoft Corp. | 108K | US$40.2M | −15,838 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 51,335 | US$29.8M | −50 | Jun 30, 2026 |
| Apple Inc | 99,923 | US$28.9M | −6,447 | Jun 30, 2026 |
| Amazon.com, Inc. | 110K | US$26.3M | +186 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 72,948 | US$23.9M | +701 | Jun 30, 2026 |
| American Express Company | 47,791 | US$16.2M | −3,303 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 47,036 | US$16M | −3,600 | Jun 30, 2026 |
| Qxo, Inc. | 910K | US$15.7M | +242K | Jun 30, 2026 |