Baldwin Investment Management’s Shell SHEL Stock Holding History

Baldwin 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 Q2	$259K	Sell	3,343 -286	-8%	-$24.7K	0.03%	210
2026 Q1	$337K	Hold	3,629	–	–	0.04%	182
2025 Q4	$267K	Sell	3,629 -3,043	-46%	-$224K	0.03%	190
2025 Q3	$477K	Hold	6,672	–	–	0.05%	155
2025 Q2	$470K	Sell	6,672 -322	-5%	-$21.6K	0.06%	153
2025 Q1	$513K	Hold	6,994	–	–	0.06%	148
2024 Q4	$438K	Sell	6,994 -1,688	-19%	-$111K	0.06%	160
2024 Q3	$573K	Sell	8,682 -337	-4%	-$23.9K	0.07%	150
2024 Q2	$651K	Sell	9,019 -10	-0.1%	-$715	0.09%	131
2024 Q1	$605K	Hold	9,029	–	–	0.08%	141
2023 Q4	$594K	Hold	9,029	–	–	0.09%	127
2023 Q3	$581K	Buy	9,029 +250	+3%	+$15.6K	0.1%	128
2023 Q2	$530K	Hold	8,779	–	–	0.09%	134
2023 Q1	$505K	Hold	8,779	–	–	0.09%	137
2022 Q4	$500K	Buy	8,779 +1,747	+25%	+$96.3K	0.09%	135
2022 Q3	$350K	Sell	7,032 -326	-4%	-$16.8K	0.07%	152
2022 Q2	$385K	Buy	7,358 +2,000	+37%	+$112K	0.07%	163
2022 Q1	$294K	Buy	+5,358	New	+$284K	0.04%	209

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Baldwin Investment Management's SHEL Position: Q2 2026 in Review

Baldwin Investment Management reduced its Shell (SHEL) stake by 7.9% in Q2 2026, selling an estimated $24.7K and leaving 3,343 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #210.

Baldwin Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $651K in Q2 2024. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Baldwin Investment Management held 3,343 shares of Shell worth $259K as of Q2 2026.
Baldwin Investment Management sold 286 Shell shares in Q2 2026, an estimated $24.7K.
Shell made up 0.03% of Baldwin Investment Management's portfolio in Q2 2026, its #210 holding.
Baldwin Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Baldwin Investment Management's Shell position peaked at $651K in Q2 2024.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.