Shelton Capital Management’s Landstar System LSTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,297	Closed	-$527K	–	745
2025 Q3	$527K	Hold	4,297	–	–	0.01%	342
2025 Q2	$597K	Hold	4,297	–	–	0.01%	316
2025 Q1	$645K	Buy	4,297 +1,959	+84%	+$316K	0.02%	297
2024 Q4	$402K	Buy	2,338 +910	+64%	+$166K	0.01%	398
2024 Q3	$270K	Hold	1,428	–	–	0.01%	554
2024 Q2	$263K	Sell	1,428 -145	-9%	-$26.1K	0.01%	547
2024 Q1	$303K	Hold	1,573	–	–	0.01%	526
2023 Q4	$305K	Sell	1,573 -147	-9%	-$26K	0.01%	495
2023 Q3	$304K	Hold	1,720	–	–	0.01%	469
2023 Q2	$331K	Sell	1,720 -84	-5%	-$15.2K	0.01%	444
2023 Q1	$323K	Sell	1,804 -61	-3%	-$10.7K	0.01%	444
2022 Q4	$304K	Sell	1,865 -163	-8%	-$26.2K	0.03%	421
2022 Q3	$293K	Hold	2,028	–	–	0.01%	457
2022 Q2	$295K	Hold	2,028	–	–	0.01%	480
2022 Q1	$306K	Hold	2,028	–	–	0.01%	537
2021 Q4	$363K	Sell	2,028 -115	-5%	-$19.7K	0.01%	476
2021 Q3	$338K	Hold	2,143	–	–	0.01%	501
2021 Q2	$339K	Hold	2,143	–	–	0.01%	517
2021 Q1	$354K	Hold	2,143	–	–	0.01%	485
2020 Q4	$289K	Sell	2,143 -156	-7%	-$20.5K	0.01%	503
2020 Q3	$289K	Hold	2,299	–	–	0.01%	556
2020 Q2	$258K	Sell	2,299 -222	-9%	-$23.7K	0.01%	496
2020 Q1	$242K	Hold	2,521	–	–	0.02%	472
2019 Q4	$287K	Sell	2,521 -200	-7%	-$22.6K	0.02%	552
2019 Q3	$306K	Hold	2,721	–	–	0.02%	523
2019 Q2	$294K	Buy	2,721 +2,397	+740%	+$256K	0.02%	545
2019 Q1	$2.96K	Sell	324 -2,640	-89%	-$278K	0.01%	729
2018 Q4	$284K	Hold	2,964	–	–	0.02%	504
2018 Q3	$362K	Hold	2,964	–	–	0.02%	492
2018 Q2	$324K	Hold	2,964	–	–	0.02%	525
2018 Q1	$325K	Sell	2,964 -223	-7%	-$24.4K	0.02%	515
2017 Q4	$332K	Hold	3,187	–	–	0.02%	532
2017 Q3	$318K	Hold	3,187	–	–	0.02%	535
2017 Q2	$273K	Hold	3,187	–	–	0.02%	627
2017 Q1	$273K	Hold	3,187	–	–	0.02%	623
2016 Q4	$272K	Sell	3,187 -1,420	-31%	-$110K	0.02%	668
2016 Q3	$314K	Hold	4,607	–	–	0.03%	553
2016 Q2	$316K	Hold	4,607	–	–	0.03%	528
2016 Q1	$298K	Hold	4,607	–	–	0.03%	568
2015 Q4	$270K	Hold	4,607	–	–	0.03%	589
2015 Q3	$292K	Hold	4,607	–	–	0.03%	549
2015 Q2	$308K	Hold	4,607	–	–	0.03%	570
2015 Q1	$305K	Hold	4,607	–	–	0.03%	591
2014 Q4	$334K	Sell	4,607 -395	-8%	-$29.3K	0.04%	533
2014 Q3	$361K	Hold	5,002	–	–	0.05%	469
2014 Q2	$320K	Hold	5,002	–	–	0.04%	534
2014 Q1	$296K	Hold	5,002	–	–	0.04%	540
2013 Q4	$287K	Sell	5,002 -262	-5%	-$14.7K	0.04%	533
2013 Q3	$295K	Hold	5,264	–	–	0.05%	474
2013 Q2	$271K	Buy	+5,264	New	+$284K	0.05%	463

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

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

Shelton Capital Management sold out of Landstar System (LSTR) in Q4 2025, closing a stake of 4,297 shares — an estimated $527K sold.

Shelton Capital Management first reported a position in LSTR in Q2 2013 and held it in 50 quarters. The position peaked at $645K in Q1 2025. 435 funds tracked by Wall St. Rank hold LSTR as of Q4 2025.

Shelton Capital Management reported no remaining Landstar System position as of Q4 2025 after selling out during the quarter.
Shelton Capital Management sold 4,297 Landstar System shares in Q4 2025, an estimated $527K.
Shelton Capital Management first reported a position in Landstar System in Q2 2013 and held it in 50 quarters.
Shelton Capital Management's Landstar System position peaked at $645K in Q1 2025.
435 funds tracked by Wall St. Rank held Landstar System as of Q4 2025.

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