HM Payson & Co’s Shell SHEL Stock Holding History

HM Payson & Co’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 Q2	$865K	Sell	11,158 -822	-7%	-$71K	0.01%	245
2026 Q1	$1.11M	Sell	11,980 -1,806	-13%	-$146K	0.02%	214
2025 Q4	$1.01M	Buy	13,786 +12	+0.1%	+$884	0.01%	220
2025 Q3	$985K	Buy	13,774 +10,382	+306%	+$748K	0.01%	224
2025 Q2	$239K	Sell	3,392 -368	-10%	-$24.7K	﹤0.01%	381
2025 Q1	$276K	Hold	3,760	–	–	﹤0.01%	363
2024 Q4	$236K	Buy	3,760 +368	+11%	+$24.1K	﹤0.01%	387
2024 Q3	$224K	Hold	3,392	–	–	﹤0.01%	393
2024 Q2	$245K	Hold	3,392	–	–	﹤0.01%	363
2024 Q1	$227K	Hold	3,392	–	–	﹤0.01%	374
2023 Q4	$223K	Sell	3,392 -700	-17%	-$45.9K	﹤0.01%	365
2023 Q3	$263K	Hold	4,092	–	–	0.01%	340
2023 Q2	$247K	Hold	4,092	–	–	0.01%	341
2023 Q1	$235K	Sell	4,092 -522	-11%	-$30.7K	0.01%	347
2022 Q4	$263K	Buy	4,614 +2,022	+78%	+$111K	0.01%	329
2022 Q3	$129K	Buy	2,592 +281	+12%	+$14.5K	﹤0.01%	430
2022 Q2	$121K	Hold	2,311	–	–	﹤0.01%	451
2022 Q1	$127K	Buy	+2,311	New	+$123K	﹤0.01%	461

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

HM Payson & Co's SHEL Position: Q2 2026 in Review

HM Payson & Co reduced its Shell (SHEL) stake by 6.9% in Q2 2026, selling an estimated $71K and leaving 11,158 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #245.

HM Payson & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.11M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

HM Payson & Co held 11,158 shares of Shell worth $865K as of Q2 2026.
HM Payson & Co sold 822 Shell shares in Q2 2026, an estimated $71K.
Shell made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #245 holding.
HM Payson & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
HM Payson & Co's Shell position peaked at $1.11M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.