Stock Taper 
WELLINGTON SHIELDS & CO., LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 9.22K | $4.62M |
 Waste Management, Inc. | WM | 9.44K | $2.1M |
 Toast, Inc. | TOST | 9.6K | $267.07K |
 Altria Group, Inc. | MO | 9.61K | $691.2K |
 Constellation Energy Corporation | CEG | 9.63K | $2.39M |
 The Williams Companies, Inc. | WMB | 9.67K | $719.2K |
 Medtronic plc | MDT | 9.78K | $764.7K |
 Caterpillar Inc. | CAT | 9.91K | $10.55M |
 Prudential Financial, Inc. | PRU | 9.98K | $1.08M |
 First Horizon Corporation | FHN | 10K | $256.4K |
 Tempus AI, Inc. | TEM | 10.4K | $602.47K |
 Chipotle Mexican Grill, Inc. | CMG | 10.5K | $357K |
 Iron Mountain Incorporated | IRM | 10.64K | $1.34M |
 Broadcom Inc. | AVGO | 10.74K | $4.06M |
 GRAIL Inc. | GRAL | 10.9K | $744.42K |
 Intel Corp. | INTC | 11.24K | $1.57M |
 Jackson Financial Inc. | JXN | 11.82K | $1.21M |
 Encompass Health Corporation | EHC | 12.33K | $1.25M |
 Visa Inc. | V | 12.42K | $4.26M |
 CarMax, Inc. | KMX | 12.42K | $657.05K |