Skip to content
Disclosery

Wellington Shields Capital Management, LLC: QXO position timeline

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

Wellington Shields Capital Management, LLC held 991,998 QXO 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 991,998 shares
    Change vs previous 13F +242,177 shares

    1.39% of the 13F portfolio, value $17,141,726.

    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: 910,228 shares
    • Wellington Shields & Co., LLC: 81,770 shares

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

  2. period ended2026-03-31
    13F 749,821 shares
    Change vs previous 13F +135,293 shares

    1.38% of the 13F portfolio, value $14,561,523.

    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: 668,051 shares
    • Wellington Shields & Co., LLC: 81,770 shares

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

  3. period ended2025-12-31
    13F 614,528 shares
    Change vs previous 13F +119,328 shares

    1.09% of the 13F portfolio, value $11,854,245.

    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: 532,758 shares
    • Wellington Shields & Co., LLC: 81,770 shares

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

  4. period ended2025-09-30
    13F 495,200 shares
    Change vs previous 13F +281,505 shares

    0.91% of the 13F portfolio, value $9,438,512.

    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: 413,430 shares
    • Wellington Shields & Co., LLC: 81,770 shares

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

  5. period ended2025-06-30
    13F 213,695 shares
    Change vs previous 13F +29,138 shares

    0.49% of the 13F portfolio, value $4,602,991.

    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: 131,925 shares
    • Wellington Shields & Co., LLC: 81,770 shares

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

  6. period ended2025-03-31
    13F 184,557 shares
    Change vs previous 13F +2,357 shares

    0.29% of the 13F portfolio, value $2,498,902.

    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: 102,400 shares
    • Wellington Shields & Co., LLC: 82,157 shares

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

  7. period ended2024-12-31
    13F 182,200 shares
    Change vs previous 13F +34,300 shares

    0.32% of the 13F portfolio, value $2,896,980.

    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: 107,200 shares
    • Wellington Shields & Co., LLC: 75,000 shares

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

  8. period ended2024-09-30
    13F 147,900 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,332,383.

    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: 74,400 shares
    • Wellington Shields & Co., LLC: 73,500 shares

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