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Hanson & Doremus Investment Management’s Shell SHEL Stock Holding History

Hanson & Doremus Investment 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 		$254K Sell
2,728
-441
-14% -$35.6K 0.03% 170
2025
Q4 		$233K Sell
3,169
-200
-6% -$14.7K 0.03% 185
2025
Q3 		$241K Sell
3,369
-2,482
-42% -$179K 0.03% 187
2025
Q2 		$412K Hold
5,851
– – 0.06% 128
2025
Q1 		$429K Sell
5,851
-55
-0.9% -$3.71K 0.06% 124
2024
Q4 		$370K Buy
5,906
+969
+20% +$63.5K 0.06% 131
2024
Q3 		$326K Sell
4,937
-1,079
-18% -$76.4K 0.05% 144
2024
Q2 		$434K Sell
6,016
-95
-2% -$6.79K 0.07% 117
2024
Q1 		$410K Sell
6,111
-275
-4% -$17.6K 0.07% 122
2023
Q4 		$420K Hold
6,386
– – 0.08% 120
2023
Q3 		$411K Sell
6,386
-70
-1% -$4.36K 0.08% 121
2023
Q2 		$390K Sell
6,456
-250
-4% -$15K 0.08% 122
2023
Q1 		$386K Sell
6,706
-274
-4% -$16.1K 0.09% 124
2022
Q4 		$398K Sell
6,980
-629
-8% -$34.7K 0.09% 136
2022
Q3 		$379K Sell
7,609
-905
-11% -$46.6K 0.1% 122
2022
Q2 		$445K Sell
8,514
-698
-8% -$39.2K 0.11% 120
2022
Q1 		$506K Buy
+9,212
New +$489K 0.11% 120

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

Hanson & Doremus Investment Management's SHEL Position: Q1 2026 in Review

Hanson & Doremus Investment Management reduced its Shell (SHEL) stake by 14% in Q1 2026, selling an estimated $35.6K and leaving 2,728 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #170.

Hanson & Doremus Investment Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $506K in Q1 2022. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Hanson & Doremus Investment Management held 2,728 shares of Shell worth $254K as of Q1 2026.
  • Hanson & Doremus Investment Management sold 441 Shell shares in Q1 2026, an estimated $35.6K.
  • Shell made up 0.03% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #170 holding.
  • Hanson & Doremus Investment Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Hanson & Doremus Investment Management's Shell position peaked at $506K in Q1 2022.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.