StockDriftsStockDriftsTop 50 Wellington Shields Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 6.87% | 123.7K | $45.8M | +10.11%(+11.36K) | $387.13(+4.67%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.44% | 126.3K | $36.2M | +0.27%(+341) | $135.91(+193.61%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.05% | 106.4K | $27.0M | -9.96%(-11.77K) | $105.03(+184.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.79% | 87.7K | $25.2M | -10.65%(-10.46K) | $41.14(+878.58%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.45% | 110.3K | $23.0M | +4.56%(+4.81K) | $179.91(+50.15%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP COM CL A | 3.25% | 159.6K | $21.6M | -1.83%(-2.98K) | $49.12(+489.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 3.19% | 72.2K | $21.3M | +0.37%(+265) | $136.25(+120.36%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.68% | 105.0K | $17.8M | +1.27%(+1.32K) | $103.33(+46.68%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED CL A | 2.35% | 31.3K | $15.7M | +0.97%(+300) | $336.72(+45.71%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO COM | 2.32% | 51.1K | $15.5M | +27.58%(+11.04K) | $304.10(+1.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.96% | +25.84% |
| Top 20 Holdings Unweighted | +17.59% | +62.61% |
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