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Benjamin Edwards Inc’s Shell SHEL Stock Holding History

Benjamin Edwards Inc’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 		$2.04M Buy
21,965
+4,551
+26% +$368K 0.02% 541
2025
Q4 		$1.28M Buy
17,414
+3,231
+23% +$238K 0.01% 629
2025
Q3 		$1.01M Sell
14,183
-3,154
-18% -$227K 0.01% 682
2025
Q2 		$1.22M Buy
17,337
+6,359
+58% +$426K 0.02% 564
2025
Q1 		$804K Buy
10,978
+485
+5% +$32.7K 0.01% 649
2024
Q4 		$657K Buy
10,493
+322
+3% +$21.1K 0.01% 740
2024
Q3 		$671K Buy
+10,171
New +$720K 0.01% 707

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

Benjamin Edwards Inc's SHEL Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Shell (SHEL) stake by 26% in Q1 2026, buying an estimated $368K and bringing the position to 21,965 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #541.

Benjamin Edwards Inc first reported a position in SHEL in Q3 2024 and has held it in 7 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Benjamin Edwards Inc held 21,965 shares of Shell worth $2.04M as of Q1 2026.
  • Benjamin Edwards Inc bought 4,551 Shell shares in Q1 2026, an estimated $368K.
  • Shell made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #541 holding.
  • Benjamin Edwards Inc first reported a position in Shell in Q3 2024 and has held it in 7 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.