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Meridian Wealth Management’s Shell SHEL Stock Holding History

Meridian Wealth 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 		$1.01M Sell
10,879
-479
-4% -$38.7K 0.04% 356
2025
Q4 		$835K Buy
11,358
+723
+7% +$53.3K 0.03% 382
2025
Q3 		$761K Sell
10,635
-81
-0.8% -$5.83K 0.03% 385
2025
Q2 		$755K Sell
10,716
-279
-3% -$18.7K 0.03% 363
2025
Q1 		$806K Buy
10,995
+682
+7% +$45.9K 0.04% 324
2024
Q4 		$646K Buy
10,313
+30
+0.3% +$1.97K 0.03% 368
2024
Q3 		$678K Buy
+10,283
New +$728K 0.03% 357
2024
Q1 		– Sell
-10,478
Closed -$689K – 464
2023
Q4 		$689K Sell
10,478
-8,460
-45% -$555K 0.04% 320
2023
Q3 		$1.22M Buy
18,938
+8,966
+90% +$558K 0.07% 210
2023
Q2 		$602K Sell
9,972
-4,391
-31% -$264K 0.05% 290
2023
Q1 		$826K Sell
14,363
-2,902
-17% -$171K 0.07% 234
2022
Q4 		$983K Sell
17,265
-2,640
-13% -$146K 0.1% 199
2022
Q3 		$990K Buy
19,905
+10,219
+106% +$527K 0.11% 187
2022
Q2 		$506K Buy
9,686
+159
+2% +$8.93K 0.04% 346
2022
Q1 		$523K Buy
+9,527
New +$506K 0.06% 234

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

Meridian Wealth Management's SHEL Position: Q1 2026 in Review

Meridian Wealth Management reduced its Shell (SHEL) stake by 4.2% in Q1 2026, selling an estimated $38.7K and leaving 10,879 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #356.

Meridian Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2023. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Meridian Wealth Management held 10,879 shares of Shell worth $1.01M as of Q1 2026.
  • Meridian Wealth Management sold 479 Shell shares in Q1 2026, an estimated $38.7K.
  • Shell made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Meridian Wealth Management first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's Shell position peaked at $1.22M in Q3 2023.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.