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Manager record

Wellington Shields Capital Management, LLC

New York, NY · CIK 1506071 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$788.37MReported 13F valueQ2 2026 · as filed
335Holdings listed
+18.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $591.0M$591.0MQ2 2025322 holdingsQ3 2025: $658.9M$658.9MQ3 2025335 holdingsQ4 2025: $685.8M$685.8MQ4 2025316 holdingsQ1 2026: $666.2M$666.2MQ1 2026326 holdingsQ2 2026: $788.4M$788.4MQ2 2026335 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$788.37M · 335 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$666.16M · 326 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$685.77M · 316 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$658.92M · 335 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$591.02M · 322 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology