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LMCG Investments’s Shell SHEL Stock Holding History

LMCG Investments’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 		$538K Buy
6,940
+286
+4% +$24.7K 0.03% 188
2026
Q1 		$619K Sell
6,654
-197
-3% -$15.9K 0.04% 177
2025
Q4 		$503K Sell
6,851
-123
-2% -$9.06K 0.03% 184
2025
Q3 		$499K Sell
6,974
-17,068
-71% -$1.23M 0.03% 185
2025
Q2 		$1.69M Sell
24,042
-299
-1% -$20K 0.11% 138
2025
Q1 		$1.78M Sell
24,341
-930
-4% -$62.6K 0.12% 143
2024
Q4 		$1.58M Sell
25,271
-129,066
-84% -$8.46M 0.1% 145
2024
Q3 		$10.2M Sell
154,337
-2,673
-2% -$189K 0.61% 61
2024
Q2 		$11.3M Buy
157,010
+4,394
+3% +$314K 0.66% 52
2024
Q1 		$10.2M Buy
152,616
+145,818
+2,145% +$9.34M 0.6% 65
2023
Q4 		$447K Sell
6,798
-2
-0% -$131 0.03% 265
2023
Q3 		$438K Sell
6,800
-2
-0% -$124 0.03% 264
2023
Q2 		$411K Sell
6,802
-122
-2% -$7.32K 0.03% 263
2023
Q1 		$398K Sell
6,924
-785
-10% -$46.2K 0.03% 267
2022
Q4 		$439K Sell
7,709
-3,739
-33% -$206K 0.03% 269
2022
Q3 		$570K Sell
11,448
-4,575
-29% -$236K 0.04% 258
2022
Q2 		$838K Sell
16,023
-180
-1% -$10.1K 0.06% 233
2022
Q1 		$890K Buy
+16,203
New +$860K 0.05% 236

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

LMCG Investments's SHEL Position: Q2 2026 in Review

LMCG Investments increased its Shell (SHEL) stake by 4.3% in Q2 2026, buying an estimated $24.7K and bringing the position to 6,940 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #188.

LMCG Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.3M in Q2 2024. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LMCG Investments held 6,940 shares of Shell worth $538K as of Q2 2026.
  • LMCG Investments bought 286 Shell shares in Q2 2026, an estimated $24.7K.
  • Shell made up 0.03% of LMCG Investments's portfolio in Q2 2026, its #188 holding.
  • LMCG Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • LMCG Investments's Shell position peaked at $11.3M in Q2 2024.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.