Bank of Montreal
SHEL icon

Bank of Montreal’s Shell SHEL Stock Holding History

Bank of Montreal’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 		$162M Sell
2,093,979
-1,768,545
-46% -$153M 0.05% 283
2026
Q1 		$359M Buy
3,862,524
+1,985,548
+106% +$160M 0.13% 133
2025
Q4 		$138M Buy
1,876,976
+270,111
+17% +$19.9M 0.05% 300
2025
Q3 		$115M Sell
1,606,865
-402,334
-20% -$29M 0.04% 297
2025
Q2 		$141M Buy
2,009,199
+1,363,989
+211% +$91.4M 0.07% 212
2025
Q1 		$47.3M Sell
645,210
-61,823
-9% -$4.16M 0.02% 440
2024
Q4 		$44.3M Buy
707,033
+24,888
+4% +$1.63M 0.02% 493
2024
Q3 		$45.1M Sell
682,145
-613,244
-47% -$43.4M 0.02% 501
2024
Q2 		$93.5M Buy
1,295,389
+452,061
+54% +$32.3M 0.03% 301
2024
Q1 		$56.6M Buy
843,328
+348,435
+70% +$22.3M 0.02% 411
2023
Q4 		$32.6M Sell
494,893
-76,699
-13% -$5.03M 0.01% 609
2023
Q3 		$37M Sell
571,592
-9,125
-2% -$568K 0.01% 506
2023
Q2 		$35.1M Sell
580,717
-171,911
-23% -$10.3M 0.01% 520
2023
Q1 		$43.5M Buy
752,628
+216,415
+40% +$12.7M 0.02% 422
2022
Q4 		$30.5M Sell
536,213
-1,024,743
-66% -$56.5M 0.01% 547
2022
Q3 		$78.2K Sell
1,560,956
-55,595
-3% -$2.86M 0.03% 269
2022
Q2 		$86K Buy
1,616,551
+883,497
+121% +$49.6M 0.04% 275
2022
Q1 		$40.8M Buy
+733,054
New +$38.9M 0.02% 539

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal's SHEL Position: Q2 2026 in Review

Bank of Montreal reduced its Shell (SHEL) stake by 46% in Q2 2026, selling an estimated $153M and leaving 2,093,979 shares worth $162M. The position accounts for 0.05% of the portfolio, ranked #283.

Bank of Montreal first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $359M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bank of Montreal held 2,093,979 shares of Shell worth $162M as of Q2 2026.
  • Bank of Montreal sold 1,768,545 Shell shares in Q2 2026, an estimated $153M.
  • Shell made up 0.05% of Bank of Montreal's portfolio in Q2 2026, its #283 holding.
  • Bank of Montreal first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Bank of Montreal's Shell position peaked at $359M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.