Shelton Capital Management’s Commerce Bancshares CBSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Sell	4,187 -405	-9%	-$21K	﹤0.01%	669
2025 Q4	$240K	Hold	4,592	–	–	﹤0.01%	577
2025 Q3	$261K	Hold	4,592	–	–	0.01%	553
2025 Q2	$272K	Sell	4,592 -129	-3%	-$7.57K	0.01%	526
2025 Q1	$280K	Sell	4,721 -159	-3%	-$9.69K	0.01%	502
2024 Q4	$290K	Sell	4,880 -258	-5%	-$15.6K	0.01%	517
2024 Q3	$277K	Sell	5,138 -183	-3%	-$10.2K	0.01%	541
2024 Q2	$269K	Sell	5,321 -344	-6%	-$17K	0.01%	533
2024 Q1	$273K	Sell	5,665 -178	-3%	-$8.45K	0.01%	573
2023 Q4	$283K	Sell	5,843 -260	-4%	-$11.2K	0.01%	533
2023 Q3	$253K	Sell	6,103 -388	-6%	-$16.8K	0.01%	544
2023 Q2	$273K	Sell	6,491 -298	-4%	-$13.2K	0.01%	544
2023 Q1	$342K	Hold	6,789	–	–	0.01%	412
2022 Q4	$399K	Sell	6,789 -401	-6%	-$23.4K	0.04%	328
2022 Q3	$391K	Hold	7,190	–	–	0.02%	354
2022 Q2	$388K	Hold	7,190	–	–	0.02%	371
2022 Q1	$423K	Sell	7,190 -1	-0%	-$58	0.02%	408
2021 Q4	$407K	Sell	7,191 -505	-7%	-$28.4K	0.01%	431
2021 Q3	$420K	Hold	7,696	–	–	0.02%	407
2021 Q2	$450K	Hold	7,696	–	–	0.02%	401
2021 Q1	$462K	Hold	7,696	–	–	0.02%	409
2020 Q4	$396K	Hold	7,696	–	–	0.02%	405
2020 Q3	$323K	Sell	7,696 -401	-5%	-$17.2K	0.01%	527
2020 Q2	$359K	Sell	8,097 -706	-8%	-$31.1K	0.02%	389
2020 Q1	$331K	Sell	8,803 -1	-0%	-$47	0.02%	371
2019 Q4	$446K	Sell	8,804 -618	-7%	-$28.9K	0.02%	389
2019 Q3	$406K	Hold	9,422	–	–	0.02%	409
2019 Q2	$399K	Buy	9,422 +8,830	+1,492%	+$372K	0.02%	421
2019 Q1	$7.25K	Sell	592 -9,618	-94%	-$412K	0.03%	486
2018 Q4	$409K	Buy	10,210 +1	+0%	+$43	0.03%	360
2018 Q3	$456K	Hold	10,209	–	–	0.03%	395
2018 Q2	$447K	Hold	10,209	–	–	0.03%	390
2018 Q1	$414K	Hold	10,209	–	–	0.03%	410
2017 Q4	$386K	Hold	10,209	–	–	0.02%	461
2017 Q3	$380K	Hold	10,209	–	–	0.03%	460
2017 Q2	$374K	Hold	10,209	–	–	0.03%	464
2017 Q1	$370K	Hold	10,209	–	–	0.03%	479
2016 Q4	$380K	Sell	10,209 -4,203	-29%	-$142K	0.03%	492
2016 Q3	$436K	Hold	14,412	–	–	0.04%	421
2016 Q2	$424K	Hold	14,412	–	–	0.04%	423
2016 Q1	$398K	Hold	14,412	–	–	0.04%	445
2015 Q4	$376K	Sell	14,412 -1	-0%	-$27	0.04%	444
2015 Q3	$384K	Hold	14,413	–	–	0.04%	422
2015 Q2	$394K	Hold	14,413	–	–	0.04%	466
2015 Q1	$357K	Sell	14,413 -1,727	-11%	-$42.2K	0.04%	518
2014 Q4	$410K	Sell	16,140 -1	-0%	-$25	0.05%	446
2014 Q3	$401K	Hold	16,141	–	–	0.05%	422
2014 Q2	$418K	Hold	16,141	–	–	0.06%	413
2014 Q1	$417K	Hold	16,141	–	–	0.06%	399
2013 Q4	$404K	Hold	16,141	–	–	0.06%	404
2013 Q3	$375K	Sell	16,141 -441	-3%	-$10.5K	0.06%	398
2013 Q2	$383K	Buy	+16,582	New	+$366K	0.07%	359

Other funds holding CBSH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Shelton Capital Management reduced its Commerce Bancshares (CBSH) stake by 8.8% in Q1 2026, selling an estimated $21K and leaving 4,187 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Shelton Capital Management first reported a position in CBSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $462K in Q1 2021. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

Shelton Capital Management held 4,187 shares of Commerce Bancshares worth $206K as of Q1 2026.
Shelton Capital Management sold 405 Commerce Bancshares shares in Q1 2026, an estimated $21K.
Commerce Bancshares made up ﹤0.01% of Shelton Capital Management's portfolio in Q1 2026, its #669 holding.
Shelton Capital Management first reported a position in Commerce Bancshares in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Commerce Bancshares position peaked at $462K in Q1 2021.
470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

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