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
MSFT
MSFT

MICROSOFT CORP COM

STOCK
$54.34 M
8 %

104,916

GOOG
GOOG

ALPHABET INC CAP STK CL C

STOCK
$31.46 M
5 %

129,190

AAPL
AAPL

APPLE INC COM

STOCK
$30.62 M
5 %

120,260

BX
BX

BLACKSTONE INC COM

STOCK
$25.28 M
4 %

147,953

GOOGL
GOOGL

ALPHABET INC CAP STK CL A

STOCK
$24.15 M
4 %

99,354

AMZN
AMZN

AMAZON COM INC COM

STOCK
$22.73 M
4 %

103,542

JPM
JPM

JPMORGAN CHASE & CO. COM

STOCK
$22.08 M
3 %

70,007

MA
MA

MASTERCARD INCORPORATED CL A

STOCK
$17.81 M
3 %

31,312

BE
BE

BLOOM ENERGY CORP COM CL A

STOCK
$15.32 M
2 %

181,175

AXP
AXP

AMERICAN EXPRESS CO COM

STOCK
$12.72 M
2 %

38,291

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