BKM Wealth Management’s Shell SHEL Stock Holding History

BKM Wealth 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	$656K	Sell	7,057 -73	-1%	-$5.9K	0.24%	92
2025 Q4	$524K	Sell	7,130 -193	-3%	-$14.2K	0.19%	100
2025 Q3	$524K	Sell	7,323 -2,990	-29%	-$215K	0.19%	100
2025 Q2	$726K	Sell	10,313 -23	-0.2%	-$1.54K	0.28%	85
2025 Q1	$757K	Buy	10,336 +374	+4%	+$25.2K	0.31%	81
2024 Q4	$624K	Buy	9,962 +541	+6%	+$35.5K	0.26%	90
2024 Q3	$621K	Buy	9,421 +1,093	+13%	+$77.4K	0.25%	97
2024 Q2	$601K	Sell	8,328 -117	-1%	-$8.36K	0.29%	92
2024 Q1	$566K	Buy	8,445 +3,031	+56%	+$194K	0.24%	98
2023 Q4	$356K	Buy	+5,414	New	+$355K	0.15%	118

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

BKM Wealth Management's SHEL Position: Q1 2026 in Review

BKM Wealth Management reduced its Shell (SHEL) stake by 1% in Q1 2026, selling an estimated $5.9K and leaving 7,057 shares worth $656K. The position accounts for 0.24% of the portfolio, ranked #92.

BKM Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $757K in Q1 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

BKM Wealth Management held 7,057 shares of Shell worth $656K as of Q1 2026.
BKM Wealth Management sold 73 Shell shares in Q1 2026, an estimated $5.9K.
Shell made up 0.24% of BKM Wealth Management's portfolio in Q1 2026, its #92 holding.
BKM Wealth Management first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Shell position peaked at $757K in Q1 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.