Shelton Capital Management’s Burlington BURL Stock Holding History

Shelton Capital Management’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$665K	Sell	2,044 -64	-3%	-$19.6K	0.01%	311
2025 Q4	$609K	Sell	2,108 -120	-5%	-$32.6K	0.01%	313
2025 Q3	$567K	Hold	2,228	–	–	0.01%	323
2025 Q2	$518K	Sell	2,228 -63	-3%	-$15K	0.01%	329
2025 Q1	$546K	Sell	2,291 -91	-4%	-$23.6K	0.01%	318
2024 Q4	$679K	Sell	2,382 -124	-5%	-$33.5K	0.02%	301
2024 Q3	$660K	Sell	2,506 -56	-2%	-$14.5K	0.02%	302
2024 Q2	$615K	Sell	2,562 -234	-8%	-$48.2K	0.02%	309
2024 Q1	$649K	Hold	2,796	–	–	0.02%	312
2023 Q4	$544K	Buy	+2,796	New	+$417K	0.02%	330
2016 Q3	–	Sell	-30,000	Closed	-$2M	–	791
2016 Q2	$2M	Hold	30,000	–	–	0.18%	108
2016 Q1	$1.69M	Hold	30,000	–	–	0.15%	130
2015 Q4	$1.29M	Hold	30,000	–	–	0.12%	161
2015 Q3	$1.53M	Hold	30,000	–	–	0.17%	126
2015 Q2	$1.54M	Sell	30,000 -12,472	-29%	-$667K	0.16%	129
2015 Q1	$2.52M	Buy	+42,472	New	+$2.28M	0.27%	74

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelton Capital Management's BURL Position: Q1 2026 in Review

Shelton Capital Management reduced its Burlington (BURL) stake by 3% in Q1 2026, selling an estimated $19.6K and leaving 2,044 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #311.

Shelton Capital Management first reported a position in BURL in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.52M in Q1 2015. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

Shelton Capital Management held 2,044 shares of Burlington worth $665K as of Q1 2026.
Shelton Capital Management sold 64 Burlington shares in Q1 2026, an estimated $19.6K.
Burlington made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #311 holding.
Shelton Capital Management first reported a position in Burlington in Q1 2015 and has held it in 16 quarters since.
Shelton Capital Management's Burlington position peaked at $2.52M in Q1 2015.
624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.