Shelton Capital Management’s Home BancShares HOMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	+7,587	New	+$206K	﹤0.01%	679
2026 Q1	–	Sell	-7,415	Closed	-$206K	–	756
2025 Q4	$206K	Hold	7,415	–	–	﹤0.01%	663
2025 Q3	$210K	Buy	7,415 +361	+5%	+$10.5K	﹤0.01%	673
2025 Q2	$201K	Buy	+7,054	New	+$196K	﹤0.01%	678
2025 Q1	–	Sell	-7,435	Closed	-$210K	–	727
2024 Q4	$210K	Sell	7,435 -41	-0.5%	-$1.18K	0.01%	676
2024 Q3	$203K	Buy	+7,476	New	+$199K	0.01%	715
2024 Q1	–	Sell	-8,093	Closed	-$205K	–	751
2023 Q4	$205K	Buy	+8,093	New	+$180K	0.01%	685
2022 Q1	–	Sell	-8,489	Closed	-$207K	–	836
2021 Q4	$207K	Buy	+8,489	New	+$209K	0.01%	783
2021 Q3	–	Sell	-8,489	Closed	-$210K	–	826
2021 Q2	$210K	Hold	8,489	–	–	0.01%	776
2021 Q1	$230K	Buy	+8,489	New	+$204K	0.01%	687
2018 Q4	–	Sell	-9,497	Closed	-$208K	–	839
2018 Q3	$208K	Hold	9,497	–	–	0.01%	838
2018 Q2	$214K	Hold	9,497	–	–	0.01%	763
2018 Q1	$217K	Hold	9,497	–	–	0.01%	735
2017 Q4	$221K	Hold	9,497	–	–	0.01%	771
2017 Q3	$240K	Hold	9,497	–	–	0.02%	694
2017 Q2	$236K	Sell	9,497 -1,789	-16%	-$44.6K	0.02%	726
2017 Q1	$306K	Buy	11,286 +1,054	+10%	+$28.9K	0.02%	564
2016 Q4	$284K	Hold	10,232	–	–	0.02%	640
2016 Q3	$213K	Hold	10,232	–	–	0.02%	724
2016 Q2	$202K	Hold	10,232	–	–	0.02%	720
2016 Q1	$210K	Buy	+10,232	New	+$201K	0.02%	706

Other funds holding HOMB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Shelton Capital Management's HOMB Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Home BancShares (HOMB) in Q2 2026: 7,587 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in HOMB as recently as Q4 2025.

Shelton Capital Management first reported a position in HOMB in Q1 2016 and has held it in 21 quarters since. The position peaked at $306K in Q1 2017. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

Shelton Capital Management held 7,587 shares of Home BancShares worth $217K as of Q2 2026.
Home BancShares was a new Shelton Capital Management position in Q2 2026.
Home BancShares made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #679 holding.
Shelton Capital Management first reported a position in Home BancShares in Q1 2016 and has held it in 21 quarters since.
Shelton Capital Management's Home BancShares position peaked at $306K in Q1 2017.
378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.