Anchor Investment Management’s Shell SHEL Stock Holding History

Anchor Investment Management’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	$426K	Hold	4,585	–	–	0.04%	282
2025 Q4	$337K	Sell	4,585 -312	-6%	-$23K	0.03%	304
2025 Q3	$350K	Hold	4,897	–	–	0.03%	298
2025 Q2	$345K	Sell	4,897 -200	-4%	-$13.4K	0.03%	298
2025 Q1	$374K	Sell	5,097 -100	-2%	-$6.74K	0.03%	285
2024 Q4	$326K	Sell	5,197 -400	-7%	-$26.2K	0.03%	297
2024 Q3	$369K	Hold	5,597	–	–	0.03%	290
2024 Q2	$404K	Hold	5,597	–	–	0.04%	260
2024 Q1	$375K	Sell	5,597 -450	-7%	-$28.8K	0.04%	277
2023 Q4	$398K	Sell	6,047 -435	-7%	-$28.5K	0.05%	266
2023 Q3	$417K	Sell	6,482 -126	-2%	-$7.84K	0.05%	251
2023 Q2	$399K	Sell	6,608 -475	-7%	-$28.5K	0.05%	260
2023 Q1	$408K	Hold	7,083	–	–	0.06%	250
2022 Q4	$403K	Sell	7,083 -100	-1%	-$5.51K	0.06%	246
2022 Q3	$357K	Hold	7,183	–	–	0.06%	252
2022 Q2	$376K	Sell	7,183 -75	-1%	-$4.21K	0.05%	253
2022 Q1	$399K	Buy	+7,258	New	+$385K	0.05%	275

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

Anchor Investment Management's SHEL Position: Q1 2026 in Review

Anchor Investment Management held its Shell (SHEL) position steady in Q1 2026 at 4,585 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #282.

Anchor Investment Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Anchor Investment Management held 4,585 shares of Shell worth $426K as of Q1 2026.
Anchor Investment Management left its Shell share count unchanged in Q1 2026.
Shell made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #282 holding.
Anchor Investment Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.