Ameriprise
SHEL icon

Ameriprise’s Shell SHEL Stock Holding History

Ameriprise’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 		$63.4M Buy
683,912
+248,544
+57% +$20.1M 0.01% 751
2025
Q4 		$32M Buy
435,368
+8,354
+2% +$615K 0.01% 1119
2025
Q3 		$30.5M Sell
427,014
-123,081
-22% -$8.86M 0.01% 1148
2025
Q2 		$38.8M Sell
550,095
-30,048
-5% -$2.01M 0.01% 998
2025
Q1 		$42.5M Buy
580,143
+12,591
+2% +$848K 0.01% 921
2024
Q4 		$35.6M Buy
567,552
+123,487
+28% +$8.09M 0.01% 1023
2024
Q3 		$29.3M Sell
444,065
-46,291
-9% -$3.28M 0.01% 1115
2024
Q2 		$35.4M Sell
490,356
-71,539
-13% -$5.11M 0.01% 961
2024
Q1 		$37.7M Buy
561,895
+9,551
+2% +$612K 0.01% 940
2023
Q4 		$36.5M Sell
552,344
-218,470
-28% -$14.3M 0.01% 923
2023
Q3 		$49.6M Buy
770,814
+28,396
+4% +$1.77M 0.02% 741
2023
Q2 		$44.8M Buy
742,418
+115,397
+18% +$6.93M 0.01% 809
2023
Q1 		$36.1M Sell
627,021
-68,544
-10% -$4.03M 0.01% 913
2022
Q4 		$39.6M Sell
695,565
-561,622
-45% -$31M 0.01% 827
2022
Q3 		$62.6M Buy
1,257,187
+35,346
+3% +$1.82M 0.02% 618
2022
Q2 		$63.9M Buy
1,221,841
+97,741
+9% +$5.49M 0.02% 633
2022
Q1 		$61.7M Buy
+1,124,100
New +$59.7M 0.02% 712

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

Ameriprise's SHEL Position: Q1 2026 in Review

Ameriprise increased its Shell (SHEL) stake by 57% in Q1 2026, buying an estimated $20.1M and bringing the position to 683,912 shares worth $63.4M. The position accounts for 0.01% of the portfolio, ranked #751.

Ameriprise first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $63.9M in Q2 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Ameriprise held 683,912 shares of Shell worth $63.4M as of Q1 2026.
  • Ameriprise bought 248,544 Shell shares in Q1 2026, an estimated $20.1M.
  • Shell made up 0.01% of Ameriprise's portfolio in Q1 2026, its #751 holding.
  • Ameriprise first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Ameriprise's Shell position peaked at $63.9M in Q2 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.