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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kimelman & Baird's SHEL Position: Q1 2026 in Review

Kimelman & Baird held its Shell (SHEL) position steady in Q1 2026 at 66,176 shares worth $6.15M. The position accounts for 0.51% of the portfolio, ranked #43.

Kimelman & Baird first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Kimelman & Baird held 66,176 shares of Shell worth $6.15M as of Q1 2026.
  • Kimelman & Baird left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.51% of Kimelman & Baird's portfolio in Q1 2026, its #43 holding.
  • Kimelman & Baird first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.