LAM
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LOM Asset Management’s Shell SHEL Stock Holding History

LOM 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 		$739K Sell
9,530
-520
-5% -$44.9K 0.19% 112
2026
Q1 		$935K Hold
10,050
– – 0.27% 97
2025
Q4 		$738K Hold
10,050
– – 0.21% 109
2025
Q3 		$719K Sell
10,050
-1,245
-11% -$89.6K 0.22% 109
2025
Q2 		$795K Buy
+11,295
New +$757K 0.27% 102

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LOM Asset Management's SHEL Position: Q2 2026 in Review

LOM Asset Management reduced its Shell (SHEL) stake by 5.2% in Q2 2026, selling an estimated $44.9K and leaving 9,530 shares worth $739K. The position accounts for 0.19% of the portfolio, ranked #112.

LOM Asset Management first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $935K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LOM Asset Management held 9,530 shares of Shell worth $739K as of Q2 2026.
  • LOM Asset Management sold 520 Shell shares in Q2 2026, an estimated $44.9K.
  • Shell made up 0.19% of LOM Asset Management's portfolio in Q2 2026, its #112 holding.
  • LOM Asset Management first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Shell position peaked at $935K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.