AIMZ Investment Advisors’s Shell SHEL Stock Holding History

AIMZ Investment Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$463K	Hold	4,975	–	–	0.14%	99
2025 Q4	$366K	Sell	4,975 -300	-6%	-$22.1K	0.1%	110
2025 Q3	$377K	Hold	5,275	–	–	0.12%	102
2025 Q2	$371K	Hold	5,275	–	–	0.12%	103
2025 Q1	$387K	Sell	5,275 -200	-4%	-$13.5K	0.14%	101
2024 Q4	$343K	Sell	5,475 -100	-2%	-$6.55K	0.12%	101
2024 Q3	$368K	Sell	5,575 -100	-2%	-$7.08K	0.13%	97
2024 Q2	$410K	Hold	5,675	–	–	0.15%	92
2024 Q1	$380K	Sell	5,675 -500	-8%	-$32K	0.14%	93
2023 Q4	$406K	Hold	6,175	–	–	0.16%	86
2023 Q3	$398K	Sell	6,175 -100	-2%	-$6.22K	0.18%	85
2023 Q2	$379K	Hold	6,275	–	–	0.16%	86
2023 Q1	$361K	Hold	6,275	–	–	0.16%	87
2022 Q4	$357K	Sell	6,275 -175	-3%	-$9.65K	0.17%	86
2022 Q3	$321K	Sell	6,450 -100	-2%	-$5.15K	0.16%	87
2022 Q2	$342K	Hold	6,550	–	–	0.16%	88
2022 Q1	$360K	Buy	+6,550	New	+$348K	0.15%	94

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AIMZ Investment Advisors's SHEL Position: Q1 2026 in Review

AIMZ Investment Advisors held its Shell (SHEL) position steady in Q1 2026 at 4,975 shares worth $463K. The position accounts for 0.14% of the portfolio, ranked #99.

AIMZ Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

AIMZ Investment Advisors held 4,975 shares of Shell worth $463K as of Q1 2026.
AIMZ Investment Advisors left its Shell share count unchanged in Q1 2026.
Shell made up 0.14% of AIMZ Investment Advisors's portfolio in Q1 2026, its #99 holding.
AIMZ Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.