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Wellington Shields Capital Management, LLC: PM position timeline

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

Wellington Shields Capital Management, LLC held 16,891 PM 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 16,891 shares
    Change vs previous 13F -3,000 shares

    0.25% of the 13F portfolio, value $3,055,663.

    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: 9,759 shares
    • Wellington Shields & Co., LLC: 7,132 shares

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

  2. period ended2026-03-31
    13F 19,891 shares
    Change vs previous 13F +3,290 shares

    0.31% of the 13F portfolio, value $3,288,697.

    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: 12,759 shares
    • Wellington Shields & Co., LLC: 7,132 shares

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

  3. period ended2025-12-31
    13F 16,601 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,662,723.

    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: 9,469 shares
    • Wellington Shields & Co., LLC: 7,132 shares

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

  4. period ended2025-09-30
    13F 16,601 shares
    Change vs previous 13F -18 shares

    0.26% of the 13F portfolio, value $2,692,603.

    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: 9,469 shares
    • Wellington Shields & Co., LLC: 7,132 shares

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

  5. period ended2025-06-30
    13F 16,619 shares
    Change vs previous 13F -4,800 shares

    0.32% of the 13F portfolio, value $3,026,818.

    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: 9,619 shares
    • Wellington Shields & Co., LLC: 7,000 shares

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

  6. period ended2025-03-31
    13F 21,419 shares
    Change vs previous 13F +2,880 shares

    0.39% of the 13F portfolio, value $3,399,838.

    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: 14,419 shares
    • Wellington Shields & Co., LLC: 7,000 shares

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

  7. period ended2024-12-31
    13F 18,539 shares
    Change vs previous 13F -4,021 shares

    0.25% of the 13F portfolio, value $2,231,169.

    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: 11,539 shares
    • Wellington Shields & Co., LLC: 7,000 shares

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

  8. period ended2024-09-30
    13F 22,560 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,738,784.

    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: 15,560 shares
    • Wellington Shields & Co., LLC: 7,000 shares

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