Position in QXO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,412,985
-$174,988 QoQ
Shares Held
81,770
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#279
of 638 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Wellington Shields & Co., LLC holds $1,699,243 across 2 Industrial Distribution names. QXO ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
This page
|
81,770 | $1,412,985 | |
| 2 | FAST |
Fastenal Co
|
5,960 | $286,258 |
All Filings in QXO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412,985 | 81,770 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,587,973 | 81,770 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,577,343 | 81,770 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,558,536 | 81,770 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,761,325 | 81,770 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,112,405 | 82,157 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,192,500 | 75,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,159,095 | 73,500 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||