Shelton Capital Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $349K | Buy |
5,903
+1,329
| +29% | +$82.3K | 0.01% | 463 |
|
|
2025
Q4 | $244K | Hold |
4,574
| – | – | ﹤0.01% | 570 |
|
|
2025
Q3 | $235K | Hold |
4,574
| – | – | 0.01% | 608 |
|
|
2025
Q2 | $214K | Buy |
+4,574
| New | +$191K | ﹤0.01% | 644 |
|
|
2025
Q1 | – | Sell |
-4,760
| Closed | -$220K | – | 750 |
|
|
2024
Q4 | $220K | Hold |
4,760
| – | – | 0.01% | 653 |
|
|
2024
Q3 | $252K | Sell |
4,760
-233
| -5% | -$12.9K | 0.01% | 588 |
|
|
2024
Q2 | $274K | Sell |
4,993
-733
| -13% | -$43.5K | 0.01% | 525 |
|
|
2024
Q1 | $369K | Hold |
5,726
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $329K | Sell |
5,726
-424
| -7% | -$21.9K | 0.01% | 453 |
|
|
2023
Q3 | $354K | Buy |
+6,150
| New | +$367K | 0.01% | 396 |
|
|
2018
Q4 | – | Sell |
-5,648
| Closed | -$225K | – | 887 |
|
|
2018
Q3 | $225K | Hold |
5,648
| – | – | 0.01% | 789 |
|
|
2018
Q2 | $238K | Hold |
5,648
| – | – | 0.01% | 706 |
|
|
2018
Q1 | $211K | Sell |
5,648
-2,440
| -30% | -$106K | 0.01% | 755 |
|
|
2017
Q4 | $390K | Hold |
8,088
| – | – | 0.03% | 456 |
|
|
2017
Q3 | $364K | Hold |
8,088
| – | – | 0.02% | 480 |
|
|
2017
Q2 | $303K | Hold |
8,088
| – | – | 0.02% | 567 |
|
|
2017
Q1 | $254K | Sell |
8,088
-3,272
| -29% | -$103K | 0.02% | 671 |
|
|
2016
Q4 | $358K | Hold |
11,360
| – | – | 0.03% | 529 |
|
|
2016
Q3 | $289K | Hold |
11,360
| – | – | 0.02% | 592 |
|
|
2016
Q2 | $231K | Hold |
11,360
| – | – | 0.02% | 660 |
|
|
2016
Q1 | $283K | Hold |
11,360
| – | – | 0.03% | 588 |
|
|
2015
Q4 | $210K | Hold |
11,360
| – | – | 0.02% | 693 |
|
|
2015
Q3 | $204K | Hold |
11,360
| – | – | 0.02% | 696 |
|
|
2015
Q2 | $264K | Hold |
11,360
| – | – | 0.03% | 626 |
|
|
2015
Q1 | $302K | Hold |
11,360
| – | – | 0.03% | 598 |
|
|
2014
Q4 | $317K | Sell |
11,360
-1,011
| -8% | -$28.9K | 0.04% | 553 |
|
|
2014
Q3 | $393K | Hold |
12,371
| – | – | 0.05% | 438 |
|
|
2014
Q2 | $508K | Hold |
12,371
| – | – | 0.07% | 340 |
|
|
2014
Q1 | $548K | Hold |
12,371
| – | – | 0.08% | 293 |
|
|
2013
Q4 | $519K | Hold |
12,371
| – | – | 0.08% | 307 |
|
|
2013
Q3 | $416K | Hold |
12,371
| – | – | 0.07% | 360 |
|
|
2013
Q2 | $325K | Buy |
+12,371
| New | +$382K | 0.06% | 406 |
|
Other funds holding TEX
VPM
VCM
Shelton Capital Management's TEX Position: Q1 2026 in Review
Shelton Capital Management increased its Terex (TEX) stake by 29% in Q1 2026, buying an estimated $82.3K and bringing the position to 5,903 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #463.
Shelton Capital Management first reported a position in TEX in Q2 2013 and has held it in 32 quarters since. The position peaked at $548K in Q1 2014. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.
- Shelton Capital Management held 5,903 shares of Terex worth $349K as of Q1 2026.
- Shelton Capital Management bought 1,329 Terex shares in Q1 2026, an estimated $82.3K.
- Terex made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #463 holding.
- Shelton Capital Management first reported a position in Terex in Q2 2013 and has held it in 32 quarters since.
- Shelton Capital Management's Terex position peaked at $548K in Q1 2014.
- 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.