LWAM
SHEL icon

Legacy Wealth Asset Management’s Shell SHEL Stock Holding History

Legacy Wealth Asset Management’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 		$656K Sell
8,464
-37
-0.4% -$3.19K 0.14% 221
2026
Q1 		$791K Buy
8,501
+53
+0.6% +$4.28K 0.19% 164
2025
Q4 		$621K Sell
8,448
-71
-0.8% -$5.23K 0.15% 220
2025
Q3 		$609K Buy
8,519
+160
+2% +$11.5K 0.15% 224
2025
Q2 		$589K Buy
8,359
+98
+1% +$6.57K 0.15% 215
2025
Q1 		$605K Sell
8,261
-37
-0.4% -$2.49K 0.17% 204
2024
Q4 		$520K Buy
8,298
+5
+0.1% +$328 0.14% 233
2024
Q3 		$547K Buy
8,293
+47
+0.6% +$3.33K 0.15% 226
2024
Q2 		$595K Buy
8,246
+116
+1% +$8.29K 0.17% 192
2024
Q1 		$545K Buy
8,130
+80
+1% +$5.13K 0.15% 216
2023
Q4 		$530K Buy
8,050
+40
+0.5% +$2.63K 0.17% 208
2023
Q3 		$516K Buy
8,010
+130
+2% +$8.09K 0.19% 190
2023
Q2 		$476K Buy
7,880
+18
+0.2% +$1.08K 0.17% 210
2023
Q1 		$452K Buy
7,862
+1,369
+21% +$80.5K 0.16% 218
2022
Q4 		$370K Buy
6,493
+1,289
+25% +$71.1K 0.14% 266
2022
Q3 		$259K Sell
5,204
-23,850
-82% -$1.23M 0.11% 280
2022
Q2 		$1.52M Buy
29,054
+2,947
+11% +$166K 0.62% 27
2022
Q1 		$1.43M Buy
+26,107
New +$1.39M 0.51% 47

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return