Salomon & Ludwin’s Shell SHEL Stock Holding History

Salomon & Ludwin’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 Q2	$160K	Hold	2,091	–	–	0.01%	193
2026 Q1	$195K	Buy	2,091 +805	+63%	+$65K	0.02%	172
2025 Q4	$95.9K	Sell	1,286 -136	-10%	-$10K	0.01%	246
2025 Q3	$104K	Buy	1,422 +942	+196%	+$67.8K	0.01%	218
2025 Q2	$34.7K	Buy	480 +161	+50%	+$10.8K	﹤0.01%	306
2025 Q1	$23.4K	Hold	319	–	–	﹤0.01%	339
2024 Q4	$20K	Hold	319	–	–	﹤0.01%	359
2024 Q3	$21K	Hold	319	–	–	﹤0.01%	364
2024 Q2	$23K	Sell	319 -113	-26%	-$8.08K	﹤0.01%	345
2024 Q1	$29K	Buy	432 +83	+24%	+$5.32K	﹤0.01%	432
2023 Q4	$22.5K	Hold	349	–	–	﹤0.01%	400
2023 Q3	$22.5K	Buy	+349	New	+$21.7K	﹤0.01%	400

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Salomon & Ludwin's SHEL Position: Q2 2026 in Review

Salomon & Ludwin held its Shell (SHEL) position steady in Q2 2026 at 2,091 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #193.

Salomon & Ludwin first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $195K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Salomon & Ludwin held 2,091 shares of Shell worth $160K as of Q2 2026.
Salomon & Ludwin left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #193 holding.
Salomon & Ludwin first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Shell position peaked at $195K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.