LMR Partners’s Shell SHEL Stock Holding History

LMR Partners’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	–	Sell	-19,600	Closed	-$1.44M	–	1821
2025 Q4	$1.44M	Sell	19,600 -7,700	-28%	-$567K	﹤0.01%	892
2025 Q3	$1.95M	Hold	27,300	–	–	0.01%	741
2025 Q2	$1.92M	Sell	27,300 -5,500	-17%	-$369K	0.01%	657
2025 Q1	$2.4M	Buy	+32,800	New	+$2.21M	0.02%	634

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

LMR Partners's SHEL Position: Q2 2026 in Review

LMR Partners increased its Shell (SHEL) stake by 224% in Q2 2026, buying an estimated $76.6M and bringing the position to 1,283,528 shares worth $99.5M. The position accounts for 0.37% of the portfolio, ranked #51.

LMR Partners first reported a position in SHEL in Q1 2025 and has held it in 4 quarters since. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

LMR Partners held 1,283,528 shares of Shell worth $99.5M as of Q2 2026.
LMR Partners bought 887,498 Shell shares in Q2 2026, an estimated $76.6M.
Shell made up 0.37% of LMR Partners's portfolio in Q2 2026, its #51 holding.
LMR Partners first reported a position in Shell in Q1 2025 and has held it in 4 quarters since.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.