LDIC Inc’s Shell SHEL Stock Holding History

LDIC Inc’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	$4.95M	Buy	+63,844	New	+$5.51M	3.1%	12

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LDIC Inc's SHEL Position: Q2 2026 in Review

LDIC Inc opened a new position in Shell (SHEL) in Q2 2026: 63,844 shares worth $4.95M. The stake represents 3.1% of the portfolio and ranks #12 among its holdings.

1,520 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

LDIC Inc held 63,844 shares of Shell worth $4.95M as of Q2 2026.
Shell was a new LDIC Inc position in Q2 2026.
Shell made up 3.1% of LDIC Inc's portfolio in Q2 2026, its #12 holding.
1,520 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LDIC Inc's 13F filing for Q2 2026, filed 13 Jul 2026.