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Wellington Shields Capital Management, LLC: MO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on MO, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 19,850 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,850 shares
    Change vs previous 13F -2,500 shares

    0.12% of the 13F portfolio, value $1,428,202.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,243 shares
    • Wellington Shields & Co., LLC: 9,607 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,350 shares
    Change vs previous 13F +2,501 shares

    0.14% of the 13F portfolio, value $1,474,831.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 12,743 shares
    • Wellington Shields & Co., LLC: 9,607 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,849 shares
    Change vs previous 13F -399 shares

    0.1% of the 13F portfolio, value $1,144,468.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,242 shares
    • Wellington Shields & Co., LLC: 9,607 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,248 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $1,337,579.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,641 shares
    • Wellington Shields & Co., LLC: 9,607 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,281 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $1,189,025.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,857 shares
    • Wellington Shields & Co., LLC: 9,424 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,280 shares
    Change vs previous 13F +501 shares

    0.14% of the 13F portfolio, value $1,217,175.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,856 shares
    • Wellington Shields & Co., LLC: 9,424 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,779 shares
    Change vs previous 13F +302 shares

    0.12% of the 13F portfolio, value $1,034,231.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,955 shares
    • Wellington Shields & Co., LLC: 8,824 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,477 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $994,109.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,654 shares
    • Wellington Shields & Co., LLC: 8,823 shares

    Acceptance time not in the bulk data set (spec §4.2).