Iams Wealth Management’s Shell SHEL Stock Holding History

Iams 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 Q2	$1.84M	Sell	23,745 -945	-4%	-$81.6K	0.55%	57
2026 Q1	$2.3M	Sell	24,690 -2,739	-10%	-$221K	0.8%	41
2025 Q4	$2.02M	Sell	27,429 -1,358	-5%	-$100K	0.73%	44
2025 Q3	$2.06M	Sell	28,787 -416	-1%	-$30K	0.83%	39
2025 Q2	$2.06M	Buy	29,203 +325	+1%	+$21.8K	0.94%	30
2025 Q1	$2.12M	Sell	28,878 -1,667	-5%	-$112K	0.97%	35
2024 Q4	$1.91M	Buy	30,545 +5,362	+21%	+$351K	0.87%	37
2024 Q3	$1.66M	Buy	25,183 +647	+3%	+$45.8K	0.82%	41
2024 Q2	$1.77M	Sell	24,536 -1,588	-6%	-$114K	0.97%	32
2024 Q1	$1.63M	Buy	26,124 +1,342	+5%	+$86K	1%	30
2023 Q4	$1.63M	Sell	24,782 -2,721	-10%	-$179K	1.05%	29
2023 Q3	$1.77M	Buy	+27,503	New	+$1.71M	1.23%	21
2023 Q2	–	Sell	-23,719	Closed	-$1.42M	–	210
2023 Q1	$1.36M	Buy	23,719 +8,512	+56%	+$501K	1.13%	24
2022 Q4	$866K	Buy	+15,207	New	+$838K	0.88%	37

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

Iams Wealth Management's SHEL Position: Q2 2026 in Review

Iams Wealth Management reduced its Shell (SHEL) stake by 3.8% in Q2 2026, selling an estimated $81.6K and leaving 23,745 shares worth $1.84M. The position accounts for 0.55% of the portfolio, ranked #57.

Iams Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Iams Wealth Management held 23,745 shares of Shell worth $1.84M as of Q2 2026.
Iams Wealth Management sold 945 Shell shares in Q2 2026, an estimated $81.6K.
Shell made up 0.55% of Iams Wealth Management's portfolio in Q2 2026, its #57 holding.
Iams Wealth Management first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's Shell position peaked at $2.3M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.