Legacy Bridge’s Shell SHEL Stock Holding History

Legacy Bridge’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	$55.8K	Hold	600	–	–	0.02%	194
2025 Q4	$44.1K	Hold	600	–	–	0.02%	202
2025 Q3	$42.9K	Hold	600	–	–	0.02%	206
2025 Q2	$42.2K	Hold	600	–	–	0.02%	191
2025 Q1	$44K	Sell	600 -400	-40%	-$26.9K	0.02%	190
2024 Q4	$62.6K	Hold	1,000	–	–	0.03%	183
2024 Q3	$66K	Hold	1,000	–	–	0.04%	181
2024 Q2	$72.2K	Hold	1,000	–	–	0.04%	167
2024 Q1	$67K	Hold	1,000	–	–	0.04%	182
2023 Q4	$65.8K	Sell	1,000 -600	-38%	-$39.4K	0.04%	179
2023 Q3	$103K	Hold	1,600	–	–	0.07%	169
2023 Q2	$96.6K	Hold	1,600	–	–	0.06%	172
2023 Q1	$92.1K	Hold	1,600	–	–	0.06%	177
2022 Q4	$91.1K	Hold	1,600	–	–	0.06%	175
2022 Q3	$80K	Hold	1,600	–	–	0.06%	172
2022 Q2	$84K	Hold	1,600	–	–	0.06%	177
2022 Q1	$88K	Buy	+1,600	New	+$84.9K	0.05%	186

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

Legacy Bridge's SHEL Position: Q1 2026 in Review

Legacy Bridge held its Shell (SHEL) position steady in Q1 2026 at 600 shares worth $55.8K. The position accounts for 0.02% of the portfolio, ranked #194.

Legacy Bridge first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $103K in Q3 2023. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Legacy Bridge held 600 shares of Shell worth $55.8K as of Q1 2026.
Legacy Bridge left its Shell share count unchanged in Q1 2026.
Shell made up 0.02% of Legacy Bridge's portfolio in Q1 2026, its #194 holding.
Legacy Bridge first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Legacy Bridge's Shell position peaked at $103K in Q3 2023.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.