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Speece Thorson Capital Group’s Tractor Supply TSCO Stock Holding History

Speece Thorson Capital Group’s Portfolio TSCO Stock Details TSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9M Sell
284,459
-22,900
-7% -$1.17M 2.94% 17
2025
Q4 		$15.4M Buy
307,359
+55,493
+22% +$2.99M 3.33% 8
2025
Q3 		$14.3M Sell
251,866
-2,923
-1% -$172K 2.86% 14
2025
Q2 		$13.4M Buy
254,789
+5,154
+2% +$264K 2.74% 19
2025
Q1 		$13.8M Sell
249,635
-4,263
-2% -$233K 2.83% 19
2024
Q4 		$13.5M Sell
253,898
-1,307
-0.5% -$73.8K 2.66% 19
2024
Q3 		$14.8M Sell
255,205
-720
-0.3% -$38.7K 2.74% 16
2024
Q2 		$13.8M Sell
255,925
-4,680
-2% -$252K 2.83% 12
2024
Q1 		$13.6M Sell
260,605
-3,435
-1% -$164K 2.64% 19
2023
Q4 		$11.4M Buy
264,040
+1,190
+0.5% +$48.6K 2.33% 25
2023
Q3 		$10.7M Sell
262,850
-295
-0.1% -$12.8K 2.35% 24
2023
Q2 		$11.6M Sell
263,145
-2,790
-1% -$128K 2.38% 24
2023
Q1 		$12.5M Sell
265,935
-4,345
-2% -$198K 2.63% 19
2022
Q4 		$12.2M Hold
270,280
– – 2.61% 19
2022
Q3 		$10M Buy
270,280
+8,550
+3% +$333K 2.29% 24
2022
Q2 		$10.1M Buy
261,730
+1,215
+0.5% +$49.4K 2.39% 19
2022
Q1 		$12.2M Sell
260,515
-81,230
-24% -$3.59M 2.6% 16
2021
Q4 		$16.3M Buy
341,745
+1,275
+0.4% +$55.8K 3.12% 15
2021
Q3 		$13.8M Sell
340,470
-53,690
-14% -$2.08M 2.89% 16
2021
Q2 		$14.7M Sell
394,160
-2,140
-0.5% -$78.4K 3.06% 15
2021
Q1 		$14M Sell
396,300
-2,475
-0.6% -$79K 2.96% 17
2020
Q4 		$11.2M Sell
398,775
-6,565
-2% -$184K 2.67% 17
2020
Q3 		$11.6M Buy
405,340
+2,205
+0.5% +$63.4K 3.08% 15
2020
Q2 		$10.6M Sell
403,135
-25,185
-6% -$551K 3.06% 16
2020
Q1 		$7.24M Buy
428,320
+123,295
+40% +$2.21M 2.5% 21
2019
Q4 		$5.7M Buy
+305,025
New +$5.79M 1.48% 31

Other funds holding TSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Speece Thorson Capital Group's TSCO Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its Tractor Supply (TSCO) stake by 7.5% in Q1 2026, selling an estimated $1.17M and leaving 284,459 shares worth $12.9M. The position accounts for 2.94% of the portfolio, ranked #17.

Speece Thorson Capital Group first reported a position in TSCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.3M in Q4 2021. 1,160 funds tracked by Wall St. Rank hold TSCO as of Q1 2026.

  • Speece Thorson Capital Group held 284,459 shares of Tractor Supply worth $12.9M as of Q1 2026.
  • Speece Thorson Capital Group sold 22,900 Tractor Supply shares in Q1 2026, an estimated $1.17M.
  • Tractor Supply made up 2.94% of Speece Thorson Capital Group's portfolio in Q1 2026, its #17 holding.
  • Speece Thorson Capital Group first reported a position in Tractor Supply in Q4 2019 and has held it in 26 quarters since.
  • Speece Thorson Capital Group's Tractor Supply position peaked at $16.3M in Q4 2021.
  • 1,160 funds tracked by Wall St. Rank held Tractor Supply as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.