Landmark Wealth Management (New York)’s Shell SHEL Stock Holding History

Landmark Wealth Management (New York)’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	$930K	Buy	+10,000	New	+$808K	0.25%	72

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

Landmark Wealth Management (New York)'s SHEL Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Shell (SHEL) in Q1 2026: 10,000 shares worth $930K. The stake represents 0.25% of the portfolio and ranks #72 among its holdings.

1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Landmark Wealth Management (New York) held 10,000 shares of Shell worth $930K as of Q1 2026.
Shell was a new Landmark Wealth Management (New York) position in Q1 2026.
Shell made up 0.25% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #72 holding.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.