Brown, Lisle/Cummings’s Shell SHEL Stock Holding History

Brown, Lisle/Cummings’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	$47.2K	Sell	508 -167	-25%	-$13.5K	0.01%	367
2025 Q4	$49.6K	Buy	675 +425	+170%	+$31.3K	0.01%	348
2025 Q3	$17.9K	Sell	250 -106	-30%	-$7.63K	﹤0.01%	438
2025 Q2	$25.1K	Hold	356	–	–	0.01%	402
2025 Q1	$26.1K	Buy	356 +181	+103%	+$12.2K	0.01%	385
2024 Q4	$11K	Hold	175	–	–	﹤0.01%	477
2024 Q3	$11.5K	Buy	+175	New	+$12.4K	﹤0.01%	455
2023 Q2	–	Sell	-75	Closed	-$4.32K	–	557
2023 Q1	$4.32K	Hold	75	–	–	﹤0.01%	462
2022 Q4	$4.27K	Sell	75 -533	-88%	-$29.4K	﹤0.01%	448
2022 Q3	$30.3K	Hold	608	–	–	0.02%	290
2022 Q2	$31.8K	Hold	608	–	–	0.02%	290
2022 Q1	$33.4K	Buy	+608	New	+$32.3K	0.02%	299

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown, Lisle/Cummings's SHEL Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its Shell (SHEL) stake by 25% in Q1 2026, selling an estimated $13.5K and leaving 508 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #367.

Brown, Lisle/Cummings first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $49.6K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Brown, Lisle/Cummings held 508 shares of Shell worth $47.2K as of Q1 2026.
Brown, Lisle/Cummings sold 167 Shell shares in Q1 2026, an estimated $13.5K.
Shell made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #367 holding.
Brown, Lisle/Cummings first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
Brown, Lisle/Cummings's Shell position peaked at $49.6K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.