MAM
SHEL icon

Madison Asset Management’s Shell SHEL Stock Holding History

Madison 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
Q1 		$1.5M Buy
16,114
+1,185
+8% +$95.8K 0.02% 281
2025
Q4 		$1.1M Sell
14,929
-634
-4% -$46.7K 0.01% 289
2025
Q3 		$1.11M Sell
15,563
-3,617
-19% -$260K 0.01% 282
2025
Q2 		$1.35M Sell
19,180
-5,105
-21% -$342K 0.01% 270
2025
Q1 		$1.78M Sell
24,285
-2,015
-8% -$136K 0.02% 244
2024
Q4 		$1.65M Sell
26,300
-4,860
-16% -$318K 0.02% 259
2024
Q3 		$2.06M Sell
31,160
-2,170
-7% -$154K 0.02% 252
2024
Q2 		$2.41M Sell
33,330
-2,424
-7% -$173K 0.03% 243
2024
Q1 		$2.4M Sell
35,754
-11,631
-25% -$745K 0.03% 239
2023
Q4 		$3.12M Sell
47,385
-2,509
-5% -$165K 0.04% 222
2023
Q3 		$3.21M Sell
49,894
-242
-0.5% -$15.1K 0.05% 207
2023
Q2 		$3.03M Sell
50,136
-3,054
-6% -$183K 0.04% 220
2023
Q1 		$3.06M Sell
53,190
-11,584
-18% -$681K 0.05% 213
2022
Q4 		$3.69M Sell
64,774
-13,154
-17% -$725K 0.06% 192
2022
Q3 		$3.88M Buy
77,928
+6,433
+9% +$331K 0.07% 179
2022
Q2 		$3.74M Sell
71,495
-6,109
-8% -$343K 0.06% 198
2022
Q1 		$4.26M Buy
+77,604
New +$4.12M 0.06% 183

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

Madison Asset Management's SHEL Position: Q1 2026 in Review

Madison Asset Management increased its Shell (SHEL) stake by 7.9% in Q1 2026, buying an estimated $95.8K and bringing the position to 16,114 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #281.

Madison Asset Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.26M in Q1 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Madison Asset Management held 16,114 shares of Shell worth $1.5M as of Q1 2026.
  • Madison Asset Management bought 1,185 Shell shares in Q1 2026, an estimated $95.8K.
  • Shell made up 0.02% of Madison Asset Management's portfolio in Q1 2026, its #281 holding.
  • Madison Asset Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Madison Asset Management's Shell position peaked at $4.26M in Q1 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.