Lord, Abbett & Co
SHEL icon

Lord, Abbett & Co’s Shell SHEL Stock Holding History

Lord, Abbett & Co’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 		$83.1M Sell
1,071,813
-41,038
-4% -$3.54M 0.24% 114
2026
Q1 		$103M Sell
1,112,851
-733,330
-40% -$59.3M 0.34% 80
2025
Q4 		$136M Sell
1,846,181
-53,612
-3% -$3.95M 0.42% 63
2025
Q3 		$136M Buy
1,899,793
+7,912
+0.4% +$570K 0.4% 67
2025
Q2 		$133M Sell
1,891,881
-192,335
-9% -$12.9M 0.43% 66
2025
Q1 		$153M Sell
2,084,216
-591,384
-22% -$39.8M 0.54% 50
2024
Q4 		$168M Sell
2,675,600
-218,004
-8% -$14.3M 0.53% 48
2024
Q3 		$191M Sell
2,893,604
-168,057
-5% -$11.9M 0.61% 38
2024
Q2 		$221M Buy
3,061,661
+18,548
+0.6% +$1.33M 0.72% 23
2024
Q1 		$204M Sell
3,043,113
-420,832
-12% -$27M 0.66% 31
2023
Q4 		$228M Buy
3,463,945
+132,191
+4% +$8.67M 0.8% 17
2023
Q3 		$214M Sell
3,331,754
-10,928
-0.3% -$680K 0.8% 17
2023
Q2 		$202M Sell
3,342,682
-343,632
-9% -$20.6M 0.69% 22
2023
Q1 		$212M Buy
3,686,314
+274,202
+8% +$16.1M 0.76% 17
2022
Q4 		$194M Sell
3,412,112
-74,625
-2% -$4.11M 0.69% 22
2022
Q3 		$174M Sell
3,486,737
-989,490
-22% -$51M 0.63% 28
2022
Q2 		$234M Sell
4,476,227
-398,885
-8% -$22.4M 0.83% 16
2022
Q1 		$268M Buy
+4,875,112
New +$259M 0.71% 20

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

Lord, Abbett & Co's SHEL Position: Q2 2026 in Review

Lord, Abbett & Co reduced its Shell (SHEL) stake by 3.7% in Q2 2026, selling an estimated $3.54M and leaving 1,071,813 shares worth $83.1M. The position accounts for 0.24% of the portfolio, ranked #114.

Lord, Abbett & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $268M in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Lord, Abbett & Co held 1,071,813 shares of Shell worth $83.1M as of Q2 2026.
  • Lord, Abbett & Co sold 41,038 Shell shares in Q2 2026, an estimated $3.54M.
  • Shell made up 0.24% of Lord, Abbett & Co's portfolio in Q2 2026, its #114 holding.
  • Lord, Abbett & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Lord, Abbett & Co's Shell position peaked at $268M in Q1 2022.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lord, Abbett & Co's 13F filing for Q2 2026, filed 14 Aug 2026.