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SHELTON CAPITAL MANAGEMENT: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON CAPITAL MANAGEMENT on IBM, newest first. How the timeline and the estimate are built.

SHELTON CAPITAL MANAGEMENT held 50,822 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,822 shares
    Change vs previous 13F -86 shares

    0.27% of the 13F portfolio, value $14,291,580.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,908 shares
    Change vs previous 13F +114 shares

    0.27% of the 13F portfolio, value $12,339,526.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,794 shares
    Change vs previous 13F +9,800 shares

    0.3% of the 13F portfolio, value $15,045,786.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,994 shares
    Change vs previous 13F -13,542 shares

    0.25% of the 13F portfolio, value $11,566,958.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,536 shares
    Change vs previous 13F +6,193 shares

    0.37% of the 13F portfolio, value $16,076,217.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,343 shares
    Change vs previous 13F -12,899 shares

    0.29% of the 13F portfolio, value $12,020,868.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 61,242 shares
    Change vs previous 13F -98 shares

    0.34% of the 13F portfolio, value $13,462,829.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,340 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $13,561,047.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).