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M Holdings Securities’s Shell SHEL Stock Holding History

M Holdings Securities’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 		$1.15M Buy
13,091
+355
+3% +$28.7K 0.08% 185
2025
Q4 		$936K Buy
+12,736
New +$938K 0.07% 200
2023
Q2 		– Sell
-3,748
Closed -$216K – 407
2023
Q1 		$216K Buy
+3,748
New +$220K 0.02% 426

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

M Holdings Securities's SHEL Position: Q1 2026 in Review

M Holdings Securities increased its Shell (SHEL) stake by 2.8% in Q1 2026, buying an estimated $28.7K and bringing the position to 13,091 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #185.

M Holdings Securities first reported a position in SHEL in Q1 2023 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • M Holdings Securities held 13,091 shares of Shell worth $1.15M as of Q1 2026.
  • M Holdings Securities bought 355 Shell shares in Q1 2026, an estimated $28.7K.
  • Shell made up 0.08% of M Holdings Securities's portfolio in Q1 2026, its #185 holding.
  • M Holdings Securities first reported a position in Shell in Q1 2023 and has held it in 3 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.