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Shelton Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Shelton Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
3,278
-531
-14% -$165K 0.4% 83
2026
Q1 		$1.16M Buy
3,809
+102
+3% +$32.9K 0.51% 65
2025
Q4 		$1.25M Buy
3,707
+187
+5% +$58.6K 0.53% 62
2025
Q3 		$1.05M Buy
3,520
+61
+2% +$17.4K 0.48% 74
2025
Q2 		$885K Buy
3,459
+477
+16% +$109K 0.43% 81
2025
Q1 		$739K Sell
2,982
-53
-2% -$13.9K 0.4% 85
2024
Q4 		$768K Buy
3,035
+275
+10% +$73.3K 0.4% 84
2024
Q3 		$745K Buy
2,760
+756
+38% +$183K 0.4% 83
2024
Q2 		$411K Buy
2,004
+385
+24% +$74.7K 0.23% 103
2024
Q1 		$316K Buy
+1,619
New +$294K 0.2% 98

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shelton Wealth Management's JLL Position: Q2 2026 in Review

Shelton Wealth Management reduced its Jones Lang LaSalle (JLL) stake by 14% in Q2 2026, selling an estimated $165K and leaving 3,278 shares worth $1.02M. The position accounts for 0.4% of the portfolio, ranked #83.

Shelton Wealth Management first reported a position in JLL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Shelton Wealth Management held 3,278 shares of Jones Lang LaSalle worth $1.02M as of Q2 2026.
  • Shelton Wealth Management sold 531 Jones Lang LaSalle shares in Q2 2026, an estimated $165K.
  • Jones Lang LaSalle made up 0.4% of Shelton Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Shelton Wealth Management first reported a position in Jones Lang LaSalle in Q1 2024 and has held it in 10 quarters since.
  • Shelton Wealth Management's Jones Lang LaSalle position peaked at $1.25M in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.