Shelton Capital Management’s First Horizon FHN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$368K	Sell	16,165 -775	-5%	-$18.5K	0.01%	445
2025 Q4	$405K	Sell	16,940 -1,051	-6%	-$23.4K	0.01%	405
2025 Q3	$407K	Sell	17,991 -744	-4%	-$16.5K	0.01%	414
2025 Q2	$397K	Hold	18,735	–	–	0.01%	405
2025 Q1	$364K	Sell	18,735 -1,491	-7%	-$30.7K	0.01%	408
2024 Q4	$407K	Sell	20,226 -1,738	-8%	-$32.7K	0.01%	394
2024 Q3	$341K	Hold	21,964	–	–	0.01%	453
2024 Q2	$346K	Sell	21,964 -2,136	-9%	-$32.3K	0.01%	428
2024 Q1	$371K	Hold	24,100	–	–	0.01%	440
2023 Q4	$341K	Sell	24,100 -911	-4%	-$11K	0.01%	434
2023 Q3	$276K	Sell	25,011 -1,863	-7%	-$23.1K	0.01%	508
2023 Q2	$303K	Sell	26,874 -604	-2%	-$8.09K	0.01%	487
2023 Q1	$489K	Hold	27,478	–	–	0.02%	307
2022 Q4	$673K	Sell	27,478 -618	-2%	-$15K	0.07%	237
2022 Q3	$643K	Hold	28,096	–	–	0.03%	277
2022 Q2	$614K	Hold	28,096	–	–	0.03%	294
2022 Q1	$660K	Sell	28,096 -1,707	-6%	-$34K	0.02%	316
2021 Q4	$487K	Hold	29,803	–	–	0.02%	380
2021 Q3	$485K	Hold	29,803	–	–	0.02%	368
2021 Q2	$515K	Buy	29,803 +993	+3%	+$18K	0.02%	370
2021 Q1	$487K	Hold	28,810	–	–	0.02%	393
2020 Q4	$368K	Buy	28,810 +3,605	+14%	+$42.2K	0.02%	425
2020 Q3	$238K	Buy	25,205 +6,455	+34%	+$60.7K	0.01%	616
2020 Q2	$187K	Sell	18,750 -917	-5%	-$8.34K	0.01%	602
2020 Q1	$159K	Hold	19,667	–	–	0.01%	566
2019 Q4	$326K	Sell	19,667 -1,924	-9%	-$31.2K	0.02%	490
2019 Q3	$350K	Hold	21,591	–	–	0.02%	460
2019 Q2	$322K	Buy	21,591 +21,261	+6,443%	+$307K	0.02%	487
2019 Q1	$23.6K	Sell	330 -23,260	-99%	-$344K	0.09%	216
2018 Q4	$310K	Hold	23,590	–	–	0.02%	461
2018 Q3	$407K	Hold	23,590	–	–	0.02%	431
2018 Q2	$421K	Buy	23,590 +5,776	+32%	+$109K	0.03%	408
2018 Q1	$335K	Hold	17,814	–	–	0.02%	505
2017 Q4	$356K	Hold	17,814	–	–	0.02%	503
2017 Q3	$341K	Hold	17,814	–	–	0.02%	503
2017 Q2	$310K	Hold	17,814	–	–	0.02%	551
2017 Q1	$330K	Sell	17,814 -4,723	-21%	-$92.8K	0.02%	527
2016 Q4	$451K	Hold	22,537	–	–	0.03%	400
2016 Q3	$343K	Hold	22,537	–	–	0.03%	517
2016 Q2	$311K	Hold	22,537	–	–	0.03%	534
2016 Q1	$295K	Hold	22,537	–	–	0.03%	572
2015 Q4	$327K	Hold	22,537	–	–	0.03%	508
2015 Q3	$320K	Hold	22,537	–	–	0.04%	508
2015 Q2	$353K	Hold	22,537	–	–	0.04%	512
2015 Q1	$322K	Sell	22,537 -1,910	-8%	-$26.3K	0.03%	562
2014 Q4	$332K	Sell	24,447 -1,853	-7%	-$23.5K	0.04%	535
2014 Q3	$323K	Hold	26,300	–	–	0.04%	515
2014 Q2	$312K	Hold	26,300	–	–	0.04%	547
2014 Q1	$325K	Hold	26,300	–	–	0.05%	486
2013 Q4	$306K	Buy	+26,300	New	+$294K	0.05%	499

Other funds holding FHN

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Shelton Capital Management reduced its First Horizon (FHN) stake by 4.6% in Q1 2026, selling an estimated $18.5K and leaving 16,165 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #445.

Shelton Capital Management first reported a position in FHN in Q4 2013 and has held it in 50 quarters since. The position peaked at $673K in Q4 2022. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Shelton Capital Management held 16,165 shares of First Horizon worth $368K as of Q1 2026.
Shelton Capital Management sold 775 First Horizon shares in Q1 2026, an estimated $18.5K.
First Horizon made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #445 holding.
Shelton Capital Management first reported a position in First Horizon in Q4 2013 and has held it in 50 quarters since.
Shelton Capital Management's First Horizon position peaked at $673K in Q4 2022.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

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