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Altman Advisors’s Shell SHEL Stock Holding History

Altman 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 		$2.41M Sell
25,900
-548
-2% -$44.3K 1% 32
2025
Q4 		$1.94M Buy
26,448
+164
+0.6% +$12.1K 0.73% 57
2025
Q3 		$1.88M Buy
26,284
+287
+1% +$20.7K 0.72% 62
2025
Q2 		$1.85M Buy
25,997
+993
+4% +$66.6K 0.76% 62
2025
Q1 		$1.61M Buy
25,004
+838
+3% +$56.5K 0.74% 71
2024
Q4 		$1.51M Buy
24,166
+622
+3% +$40.8K 0.65% 72
2024
Q3 		$1.55M Buy
23,544
+349
+2% +$24.7K 0.69% 77
2024
Q2 		$1.67M Sell
23,195
-242
-1% -$17.3K 0.95% 44
2024
Q1 		$1.59M Buy
23,437
+1,049
+5% +$67.2K 0.77% 58
2023
Q4 		$1.47M Buy
22,388
+333
+2% +$21.9K 0.77% 60
2023
Q3 		$1.42M Buy
+22,055
New +$1.37M 0.89% 45
2023
Q1 		$233K Buy
+20,617
New +$1.21M 0.21% 64

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Altman Advisors's SHEL Position: Q1 2026 in Review

Altman Advisors reduced its Shell (SHEL) stake by 2.1% in Q1 2026, selling an estimated $44.3K and leaving 25,900 shares worth $2.41M. The position accounts for 1% of the portfolio, ranked #32.

Altman Advisors first reported a position in SHEL in Q1 2023 and has held it in 12 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Altman Advisors held 25,900 shares of Shell worth $2.41M as of Q1 2026.
  • Altman Advisors sold 548 Shell shares in Q1 2026, an estimated $44.3K.
  • Shell made up 1% of Altman Advisors's portfolio in Q1 2026, its #32 holding.
  • Altman Advisors first reported a position in Shell in Q1 2023 and has held it in 12 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.