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Azimuth Capital Investment Management’s Shell SHEL Stock Holding History

Azimuth Capital 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 		$5.45M Sell
58,620
-2,985
-5% -$241K 0.21% 140
2025
Q4 		$4.53M Sell
61,605
-785
-1% -$57.8K 0.16% 152
2025
Q3 		$4.46M Sell
62,390
-410
-0.7% -$29.5K 0.16% 147
2025
Q2 		$4.42M Sell
62,800
-260
-0.4% -$17.4K 0.16% 154
2025
Q1 		$4.62M Sell
63,060
-100
-0.2% -$6.74K 0.18% 147
2024
Q4 		$3.96M Sell
63,160
-3,315
-5% -$217K 0.15% 156
2024
Q3 		$4.38M Sell
66,475
-1,470
-2% -$104K 0.17% 152
2024
Q2 		$4.9M Sell
67,945
-2,715
-4% -$194K 0.2% 145
2024
Q1 		$4.74M Sell
70,660
-9,665
-12% -$619K 0.2% 147
2023
Q4 		$5.29M Sell
80,325
-2,295
-3% -$151K 0.24% 131
2023
Q3 		$5.32M Sell
82,620
-2,454
-3% -$153K 0.26% 123
2023
Q2 		$5.14M Buy
85,074
+639
+0.8% +$38.3K 0.24% 134
2023
Q1 		$4.86M Sell
84,435
-1,935
-2% -$114K 0.24% 143
2022
Q4 		$4.92M Buy
86,370
+2,000
+2% +$110K 0.25% 136
2022
Q3 		$4.2M Sell
84,370
-355
-0.4% -$18.3K 0.23% 140
2022
Q2 		$4.43M Buy
+84,725
New +$4.76M 0.22% 144

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

Azimuth Capital Investment Management's SHEL Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Shell (SHEL) stake by 4.8% in Q1 2026, selling an estimated $241K and leaving 58,620 shares worth $5.45M. The position accounts for 0.21% of the portfolio, ranked #140.

Azimuth Capital Investment Management first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Azimuth Capital Investment Management held 58,620 shares of Shell worth $5.45M as of Q1 2026.
  • Azimuth Capital Investment Management sold 2,985 Shell shares in Q1 2026, an estimated $241K.
  • Shell made up 0.21% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #140 holding.
  • Azimuth Capital Investment Management first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.