KB
SHEL icon

Kimelman & Baird’s Shell SHEL Stock Holding History

Kimelman & Baird’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 		$5.13M Hold
66,176
– – 0.38% 47
2026
Q1 		$6.15M Hold
66,176
– – 0.51% 43
2025
Q4 		$4.86M Hold
66,176
– – 0.37% 43
2025
Q3 		$4.73M Hold
66,176
– – 0.37% 43
2025
Q2 		$4.66M Hold
66,176
– – 0.38% 43
2025
Q1 		$4.85M Hold
66,176
– – 0.41% 41
2024
Q4 		$4.15M Hold
66,176
– – 0.33% 45
2024
Q3 		$4.36M Sell
66,176
-4,000
-6% -$283K 0.35% 45
2024
Q2 		$5.07M Buy
+70,176
New +$5.02M 0.42% 42

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

Kimelman & Baird's SHEL Position: Q2 2026 in Review

Kimelman & Baird held its Shell (SHEL) position steady in Q2 2026 at 66,176 shares worth $5.13M. The position accounts for 0.38% of the portfolio, ranked #47.

Kimelman & Baird first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.15M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Kimelman & Baird held 66,176 shares of Shell worth $5.13M as of Q2 2026.
  • Kimelman & Baird left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.38% of Kimelman & Baird's portfolio in Q2 2026, its #47 holding.
  • Kimelman & Baird first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • Kimelman & Baird's Shell position peaked at $6.15M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.