Schwartz Investment Counsel’s Tractor Supply TSCO Stock Holding History

Schwartz Investment Counsel’s Portfolio TSCO Stock Details TSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-397,500	Closed	-$19.9M	–	139
2025 Q4	$19.9M	Hold	397,500	–	–	0.69%	50
2025 Q3	$22.6M	Hold	397,500	–	–	0.76%	46
2025 Q2	$21M	Hold	397,500	–	–	0.69%	49
2025 Q1	$21.9M	Hold	397,500	–	–	0.75%	42
2024 Q4	$21.1M	Hold	397,500	–	–	0.76%	44
2024 Q3	$23.1M	Hold	397,500	–	–	0.82%	40
2024 Q2	$21.5M	Hold	397,500	–	–	0.8%	41
2024 Q1	$20.8M	Hold	397,500	–	–	0.76%	42
2023 Q4	$17.1M	Hold	397,500	–	–	0.67%	46
2023 Q3	$16.1M	Hold	397,500	–	–	0.69%	46
2023 Q2	$17.6M	Hold	397,500	–	–	0.74%	44
2023 Q1	$18.7M	Hold	397,500	–	–	0.82%	43
2022 Q4	$17.9M	Hold	397,500	–	–	0.81%	43
2022 Q3	$14.8M	Hold	397,500	–	–	0.76%	42
2022 Q2	$15.4M	Hold	397,500	–	–	0.75%	42
2022 Q1	$18.6M	Sell	397,500 -52,500	-12%	-$2.32M	0.78%	39
2021 Q4	$21.5M	Hold	450,000	–	–	0.83%	43
2021 Q3	$18.2M	Hold	450,000	–	–	0.75%	43
2021 Q2	$16.7M	Hold	450,000	–	–	0.67%	43
2021 Q1	$15.9M	Sell	450,000 -275,000	-38%	-$8.77M	0.69%	42
2020 Q4	$20.4M	Sell	725,000 -125,000	-15%	-$3.5M	0.92%	40
2020 Q3	$24.4M	Sell	850,000 -200,000	-19%	-$5.75M	1.23%	35
2020 Q2	$27.7M	Sell	1,050,000 -125,000	-11%	-$2.73M	1.5%	25
2020 Q1	$19.9M	Hold	1,175,000	–	–	1.32%	32
2019 Q4	$22M	Buy	1,175,000 +50,000	+4%	+$949K	1.04%	47
2019 Q3	$20.3M	Buy	1,125,000 +125,000	+13%	+$2.59M	1.03%	44
2019 Q2	$21.8M	Hold	1,000,000	–	–	1.12%	44
2019 Q1	$19.6M	Hold	1,000,000	–	–	1.05%	45
2018 Q4	$16.7M	Sell	1,000,000 -712,500	-42%	-$12.8M	1.03%	44
2018 Q3	$31.1M	Sell	1,712,500 -425,000	-20%	-$7.07M	1.66%	20
2018 Q2	$32.7M	Sell	2,137,500 -200,000	-9%	-$2.78M	1.87%	18
2018 Q1	$29.5M	Sell	2,337,500 -937,500	-29%	-$13.1M	1.74%	17
2017 Q4	$49M	Hold	3,275,000	–	–	2.9%	5
2017 Q3	$41.5M	Buy	3,275,000 +175,000	+6%	+$1.99M	2.59%	10
2017 Q2	$33.6M	Buy	3,100,000 +675,000	+28%	+$8.04M	2.16%	12
2017 Q1	$33.5M	Buy	2,425,000 +675,000	+39%	+$9.83M	2.19%	13
2016 Q4	$26.5M	Buy	1,750,000 +300,000	+21%	+$4.26M	1.84%	21
2016 Q3	$19.5M	Buy	+1,450,000	New	+$24.1M	1.39%	30

Other funds holding TSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Schwartz Investment Counsel's TSCO Position: Q1 2026 in Review

Schwartz Investment Counsel sold out of Tractor Supply (TSCO) in Q1 2026, closing a stake of 397,500 shares — an estimated $19.9M sold.

Schwartz Investment Counsel first reported a position in TSCO in Q3 2016 and held it in 38 quarters. The position peaked at $49M in Q4 2017. 1,165 funds tracked by Wall St. Rank hold TSCO as of Q1 2026.

Schwartz Investment Counsel reported no remaining Tractor Supply position as of Q1 2026 after selling out during the quarter.
Schwartz Investment Counsel sold 397,500 Tractor Supply shares in Q1 2026, an estimated $19.9M.
Schwartz Investment Counsel first reported a position in Tractor Supply in Q3 2016 and held it in 38 quarters.
Schwartz Investment Counsel's Tractor Supply position peaked at $49M in Q4 2017.
1,165 funds tracked by Wall St. Rank held Tractor Supply as of Q1 2026.

Based on Schwartz Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.