Ingalls & Snyder LLC’s Shell SHEL Stock Holding History

Ingalls & Snyder LLC’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	$1.04M	Hold	11,197	–	–	0.04%	216
2025 Q4	$823K	Hold	11,197	–	–	0.03%	237
2025 Q3	$801K	Sell	11,197 -3	-0%	-$216	0.03%	247
2025 Q2	$789K	Sell	11,200 -38	-0.3%	-$2.55K	0.03%	246
2025 Q1	$824K	Sell	11,238 -135	-1%	-$9.09K	0.03%	241
2024 Q4	$713K	Sell	11,373 -20	-0.2%	-$1.31K	0.03%	250
2024 Q3	$751K	Sell	11,393 -3,850	-25%	-$273K	0.03%	255
2024 Q2	$1.1M	Sell	15,243 -150	-1%	-$10.7K	0.05%	205
2024 Q1	$1.03M	Sell	15,393 -283	-2%	-$18.1K	0.05%	216
2023 Q4	$1.03M	Sell	15,676 -728	-4%	-$47.8K	0.05%	210
2023 Q3	$1.06M	Sell	16,404 -48	-0.3%	-$2.99K	0.05%	202
2023 Q2	$993K	Sell	16,452 -685	-4%	-$41.1K	0.05%	213
2023 Q1	$986K	Hold	17,137	–	–	0.05%	209
2022 Q4	$976K	Hold	17,137	–	–	0.05%	203
2022 Q3	$853K	Sell	17,137 -50	-0.3%	-$2.58K	0.05%	209
2022 Q2	$899K	Sell	17,187 -10	-0.1%	-$562	0.05%	215
2022 Q1	$945K	Buy	+17,197	New	+$913K	0.04%	232

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ingalls & Snyder LLC's SHEL Position: Q1 2026 in Review

Ingalls & Snyder LLC held its Shell (SHEL) position steady in Q1 2026 at 11,197 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #216.

Ingalls & Snyder LLC first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Ingalls & Snyder LLC held 11,197 shares of Shell worth $1.04M as of Q1 2026.
Ingalls & Snyder LLC left its Shell share count unchanged in Q1 2026.
Shell made up 0.04% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #216 holding.
Ingalls & Snyder LLC first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Ingalls & Snyder LLC's Shell position peaked at $1.1M in Q2 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.