MIM
SHEL icon

MTM Investment Management’s Shell SHEL Stock Holding History

MTM Investment 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 		$201K Buy
2,159
+4
+0.2% +$323 0.06% 200
2025
Q4 		$158K Buy
2,155
+5
+0.2% +$368 0.05% 215
2025
Q3 		$154K Buy
2,150
+5
+0.2% +$360 0.05% 219
2025
Q2 		$151K Buy
+2,145
New +$144K 0.05% 213

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

MTM Investment Management's SHEL Position: Q1 2026 in Review

MTM Investment Management increased its Shell (SHEL) stake by 0.19% in Q1 2026, buying an estimated $323 and bringing the position to 2,159 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #200.

MTM Investment Management first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • MTM Investment Management held 2,159 shares of Shell worth $201K as of Q1 2026.
  • MTM Investment Management bought 4 Shell shares in Q1 2026, an estimated $323.
  • Shell made up 0.06% of MTM Investment Management's portfolio in Q1 2026, its #200 holding.
  • MTM Investment Management first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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