FMB Wealth Management’s Shell SHEL Stock Holding History

FMB 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	–	Sell	-3,145	Closed	-$231K	–	91
2025 Q4	$231K	Sell	3,145 -3	-0.1%	-$221	0.09%	83
2025 Q3	$225K	Hold	3,148	–	–	0.1%	77
2025 Q2	$222K	Hold	3,148	–	–	0.11%	73
2025 Q1	$231K	Buy	+3,148	New	+$212K	0.13%	68
2024 Q4	–	Sell	-3,148	Closed	-$208K	–	75
2024 Q3	$208K	Hold	3,148	–	–	0.12%	72
2024 Q2	$227K	Hold	3,148	–	–	0.17%	63
2024 Q1	$211K	Sell	3,148 -1	-0%	-$64	0.17%	64
2023 Q4	$207K	Hold	3,149	–	–	0.19%	59
2023 Q3	$203K	Buy	+3,149	New	+$196K	0.22%	50
2023 Q1	–	Sell	-3,536	Closed	-$201K	–	58
2022 Q4	$201K	Buy	+3,536	New	+$195K	0.26%	53

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

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

FMB Wealth Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 3,145 shares — an estimated $231K sold.

FMB Wealth Management first reported a position in SHEL in Q4 2022 and held it in 10 quarters. The position peaked at $231K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

FMB Wealth Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 3,145 Shell shares in Q1 2026, an estimated $231K.
FMB Wealth Management first reported a position in Shell in Q4 2022 and held it in 10 quarters.
FMB Wealth Management's Shell position peaked at $231K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.