Farmers & Merchants Trust Company’s Shell SHEL Stock Holding History

Farmers & Merchants Trust Company’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	$588K	Hold	6,326	–	–	0.14%	103
2025 Q4	$465K	Sell	6,326 -786	-11%	-$57.9K	0.11%	118
2025 Q3	$509K	Hold	7,112	–	–	0.11%	133
2025 Q2	$501K	Sell	7,112 -594	-8%	-$39.8K	0.11%	140
2025 Q1	$565K	Sell	7,706 -1,845	-19%	-$124K	0.14%	112
2024 Q4	$598K	Buy	9,551 +26	+0.3%	+$1.7K	0.15%	104
2024 Q3	$628K	Buy	9,525 +9	+0.1%	+$637	0.15%	104
2024 Q2	$687K	Sell	9,516 -183	-2%	-$13.1K	0.18%	95
2024 Q1	$650K	Buy	9,699 +29	+0.3%	+$1.86K	0.16%	102
2023 Q4	$636K	Buy	9,670 +154	+2%	+$10.1K	0.17%	97
2023 Q3	$613K	Hold	9,516	–	–	0.18%	90
2023 Q2	$575K	Buy	9,516 +421	+5%	+$25.3K	0.15%	100
2023 Q1	$523K	Hold	9,095	–	–	0.15%	102
2022 Q4	$518K	Hold	9,095	–	–	0.15%	103
2022 Q3	$453K	Hold	9,095	–	–	0.14%	103
2022 Q2	$475K	Hold	9,095	–	–	0.14%	99
2022 Q1	$500K	Buy	+9,095	New	+$483K	0.13%	102

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Farmers & Merchants Trust Company's SHEL Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its Shell (SHEL) position steady in Q1 2026 at 6,326 shares worth $588K. The position accounts for 0.14% of the portfolio, ranked #103.

Farmers & Merchants Trust Company first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $687K in Q2 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Farmers & Merchants Trust Company held 6,326 shares of Shell worth $588K as of Q1 2026.
Farmers & Merchants Trust Company left its Shell share count unchanged in Q1 2026.
Shell made up 0.14% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #103 holding.
Farmers & Merchants Trust Company first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Farmers & Merchants Trust Company's Shell position peaked at $687K in Q2 2024.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.