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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
2023
Q3 		– Sell
-51,368
Closed -$3.08M – 215
2023
Q2 		$3.08M Buy
+51,368
New +$3.08M 1.12% 25

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
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.