Lockheed Martin Investment Management’s Shell SHEL Stock Holding History

Lockheed Martin Investment 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	$5.61M	Buy	72,400 +18,400	+34%	+$1.59M	0.22%	79
2026 Q1	$5.02M	Sell	54,000 -46,700	-46%	-$3.77M	0.18%	78
2025 Q4	$7.4M	Buy	100,700 +71,230	+242%	+$5.25M	0.25%	66
2025 Q3	$2.11M	Sell	29,470 -19,020	-39%	-$1.37M	0.08%	102
2025 Q2	$3.41M	Sell	48,490 -80,500	-62%	-$5.4M	0.12%	87
2025 Q1	$9.45M	Buy	128,990 +6,960	+6%	+$469K	0.38%	56
2024 Q4	$7.65M	Buy	122,030 +88,700	+266%	+$5.81M	0.3%	63
2024 Q3	$2.2M	Sell	33,330 -2,370	-7%	-$168K	0.1%	87
2024 Q2	$2.58M	Buy	+35,700	New	+$2.55M	0.15%	74

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

Lockheed Martin Investment Management's SHEL Position: Q2 2026 in Review

Lockheed Martin Investment Management increased its Shell (SHEL) stake by 34% in Q2 2026, buying an estimated $1.59M and bringing the position to 72,400 shares worth $5.61M. The position accounts for 0.22% of the portfolio, ranked #79.

Lockheed Martin Investment Management first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.45M in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Lockheed Martin Investment Management held 72,400 shares of Shell worth $5.61M as of Q2 2026.
Lockheed Martin Investment Management bought 18,400 Shell shares in Q2 2026, an estimated $1.59M.
Shell made up 0.22% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #79 holding.
Lockheed Martin Investment Management first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Lockheed Martin Investment Management's Shell position peaked at $9.45M in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.