SWM
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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 0.54% 62
2025
Q3 		$1.05M Buy
3,520
+61
+2% +$17.4K 0.49% 74
2025
Q2 		$885K Buy
3,459
+477
+16% +$109K 0.45% 81
2025
Q1 		$739K Sell
2,982
-53
-2% -$13.9K 0.42% 85
2024
Q4 		$768K Buy
3,035
+275
+10% +$73.3K 0.42% 84
2024
Q3 		$745K Buy
2,760
+756
+38% +$183K 0.42% 83
2024
Q2 		$411K Buy
2,004
+385
+24% +$74.7K 0.25% 103
2024
Q1 		$316K Buy
+1,619
New +$294K 0.2% 98

Other funds holding JLL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return