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Louisbourg Investments’s Shell SHEL Stock Holding History

Louisbourg Investments’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 		$1.35M Sell
14,490
-400
-3% -$32.3K 0.25% 91
2025
Q4 		$1.09M Sell
14,890
-3,400
-19% -$250K 0.22% 90
2025
Q3 		$1.31M Hold
18,290
– – 0.29% 83
2025
Q2 		$1.29M Hold
18,290
– – 0.3% 83
2025
Q1 		$1.34M Hold
18,290
– – 0.36% 79
2024
Q4 		$1.15M Hold
18,290
– – 0.3% 81
2024
Q3 		$1.21M Hold
18,290
– – 0.31% 78
2024
Q2 		$1.32M Hold
18,290
– – 0.37% 72
2024
Q1 		$1.23M Hold
18,290
– – 0.34% 72
2023
Q4 		$1.2M Buy
+18,290
New +$1.2M 0.36% 70

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

Louisbourg Investments's SHEL Position: Q1 2026 in Review

Louisbourg Investments reduced its Shell (SHEL) stake by 2.7% in Q1 2026, selling an estimated $32.3K and leaving 14,490 shares worth $1.35M. The position accounts for 0.25% of the portfolio, ranked #91.

Louisbourg Investments first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Louisbourg Investments held 14,490 shares of Shell worth $1.35M as of Q1 2026.
  • Louisbourg Investments sold 400 Shell shares in Q1 2026, an estimated $32.3K.
  • Shell made up 0.25% of Louisbourg Investments's portfolio in Q1 2026, its #91 holding.
  • Louisbourg Investments first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Louisbourg Investments's 13F filing for Q1 2026, filed 22 Apr 2026.