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DMC Group’s Shell SHEL Stock Holding History

DMC Group’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 		$708K Sell
7,609
-84
-1% -$6.79K 0.48% 62
2025
Q4 		$565K Sell
7,693
-963
-11% -$70.9K 0.38% 78
2025
Q3 		$619K Sell
8,656
-1,324
-13% -$95.3K 0.43% 73
2025
Q2 		$703K Sell
9,980
-132
-1% -$8.85K 0.55% 61
2025
Q1 		$741K Sell
10,112
-2,829
-22% -$191K 0.6% 52
2024
Q4 		$811K Sell
12,941
-958
-7% -$62.8K 0.66% 44
2024
Q3 		$917K Buy
13,899
+20
+0.1% +$1.42K 0.74% 45
2024
Q2 		$1M Buy
13,879
+596
+4% +$42.6K 0.86% 41
2024
Q1 		$890K Buy
13,283
+1,126
+9% +$72.2K 0.77% 46
2023
Q4 		$800K Sell
12,157
-466
-4% -$30.6K 0.76% 46
2023
Q3 		$813K Buy
12,623
+1,088
+9% +$67.7K 0.76% 41
2023
Q2 		$696K Sell
11,535
-74
-0.6% -$4.44K 0.7% 49
2023
Q1 		$702K Buy
11,609
+1,465
+14% +$86.2K 0.71% 47
2022
Q4 		$568K Buy
10,144
+195
+2% +$10.7K 0.64% 48
2022
Q3 		$521K Buy
9,949
+1,647
+20% +$84.9K 0.63% 46
2022
Q2 		$432K Buy
8,302
+2,341
+39% +$132K 0.51% 59
2022
Q1 		$331K Buy
+5,961
New +$316K 0.37% 72

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

DMC Group's SHEL Position: Q1 2026 in Review

DMC Group reduced its Shell (SHEL) stake by 1.1% in Q1 2026, selling an estimated $6.79K and leaving 7,609 shares worth $708K. The position accounts for 0.48% of the portfolio, ranked #62.

DMC Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • DMC Group held 7,609 shares of Shell worth $708K as of Q1 2026.
  • DMC Group sold 84 Shell shares in Q1 2026, an estimated $6.79K.
  • Shell made up 0.48% of DMC Group's portfolio in Q1 2026, its #62 holding.
  • DMC Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • DMC Group's Shell position peaked at $1M in Q2 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.