Shelton Capital Management’s Louisiana-Pacific LPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,274	Closed	-$202K	–	743
2025 Q3	$202K	Buy	+2,274	New	+$210K	﹤0.01%	694
2025 Q2	–	Sell	-2,274	Closed	-$209K	–	730
2025 Q1	$209K	Sell	2,274 -82	-3%	-$8.56K	0.01%	649
2024 Q4	$244K	Sell	2,356 -147	-6%	-$16K	0.01%	595
2024 Q3	$269K	Sell	2,503 -112	-4%	-$10.6K	0.01%	556
2024 Q2	$215K	Sell	2,615 -194	-7%	-$16.2K	0.01%	660
2024 Q1	$236K	Buy	+2,809	New	+$202K	0.01%	641
2023 Q3	–	Sell	-3,601	Closed	-$270K	–	721
2023 Q2	$270K	Buy	+3,601	New	+$223K	0.01%	554
2023 Q1	–	Sell	-3,782	Closed	-$224K	–	752
2022 Q4	$224K	Sell	3,782 -537	-12%	-$31.7K	0.02%	591
2022 Q3	$221K	Sell	4,319 -310	-7%	-$17.6K	0.01%	589
2022 Q2	$243K	Hold	4,629	–	–	0.01%	578
2022 Q1	$288K	Sell	4,629 -418	-8%	-$28.8K	0.01%	576
2021 Q4	$395K	Sell	5,047 -857	-15%	-$58.7K	0.01%	445
2021 Q3	$362K	Hold	5,904	–	–	0.01%	475
2021 Q2	$356K	Sell	5,904 -516	-8%	-$33K	0.01%	496
2021 Q1	$356K	Hold	6,420	–	–	0.01%	483
2020 Q4	$239K	Sell	6,420 -47,000	-88%	-$1.57M	0.01%	596
2020 Q3	$1.58M	Buy	+53,420	New	+$1.64M	0.07%	292
2020 Q1	–	Sell	-8,225	Closed	-$244K	–	752
2019 Q4	$244K	Hold	8,225	–	–	0.01%	647
2019 Q3	$202K	Sell	8,225 -961	-10%	-$23.7K	0.01%	750
2019 Q2	$241K	Buy	9,186 +8,924	+3,406%	+$219K	0.01%	669
2019 Q1	$10.7K	Sell	262 -10,480	-98%	-$256K	0.04%	378
2018 Q4	$239K	Hold	10,742	–	–	0.02%	594
2018 Q3	$285K	Hold	10,742	–	–	0.02%	631
2018 Q2	$292K	Hold	10,742	–	–	0.02%	580
2018 Q1	$309K	Hold	10,742	–	–	0.02%	538
2017 Q4	$282K	Hold	10,742	–	–	0.02%	607
2017 Q3	$291K	Hold	10,742	–	–	0.02%	583
2017 Q2	$259K	Hold	10,742	–	–	0.02%	658
2017 Q1	$267K	Sell	10,742 -3,836	-26%	-$84.8K	0.02%	636
2016 Q4	$276K	Hold	14,578	–	–	0.02%	657
2016 Q3	$275K	Hold	14,578	–	–	0.02%	607
2016 Q2	$253K	Hold	14,578	–	–	0.02%	616
2016 Q1	$250K	Hold	14,578	–	–	0.02%	634
2015 Q4	$263K	Hold	14,578	–	–	0.03%	604
2015 Q3	$208K	Hold	14,578	–	–	0.02%	686
2015 Q2	$248K	Hold	14,578	–	–	0.03%	661
2015 Q1	$241K	Hold	14,578	–	–	0.03%	701
2014 Q4	$241K	Sell	14,578 -1,229	-8%	-$18.4K	0.03%	682
2014 Q3	$215K	Hold	15,807	–	–	0.03%	695
2014 Q2	$237K	Hold	15,807	–	–	0.03%	671
2014 Q1	$267K	Hold	15,807	–	–	0.04%	586
2013 Q4	$293K	Hold	15,807	–	–	0.04%	519
2013 Q3	$278K	Hold	15,807	–	–	0.05%	504
2013 Q2	$234K	Buy	+15,807	New	+$287K	0.04%	540

Other funds holding LPX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Shelton Capital Management's LPX Position: Q4 2025 in Review

Shelton Capital Management sold out of Louisiana-Pacific (LPX) in Q4 2025, closing a stake of 2,274 shares — an estimated $202K sold.

Shelton Capital Management first reported a position in LPX in Q2 2013 and held it in 44 quarters. The position peaked at $1.58M in Q3 2020. 416 funds tracked by Wall St. Rank hold LPX as of Q4 2025.

Shelton Capital Management reported no remaining Louisiana-Pacific position as of Q4 2025 after selling out during the quarter.
Shelton Capital Management sold 2,274 Louisiana-Pacific shares in Q4 2025, an estimated $202K.
Shelton Capital Management first reported a position in Louisiana-Pacific in Q2 2013 and held it in 44 quarters.
Shelton Capital Management's Louisiana-Pacific position peaked at $1.58M in Q3 2020.
416 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.