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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LMR Partners's SHEL Position: Q1 2026 in Review

LMR Partners opened a new position in Shell (SHEL) in Q1 2026: 396,030 shares worth $36.8M. The stake represents 0.08% of the portfolio and ranks #130 among its holdings. This is a return to the name: LMR Partners previously reported a position in SHEL as recently as Q3 2025.

LMR Partners first reported a position in SHEL in Q1 2025 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • LMR Partners held 396,030 shares of Shell worth $36.8M as of Q1 2026.
  • Shell was a new LMR Partners position in Q1 2026.
  • Shell made up 0.08% of LMR Partners's portfolio in Q1 2026, its #130 holding.
  • LMR Partners first reported a position in Shell in Q1 2025 and has held it in 3 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.