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Smith, Moore & Co’s Shell SHEL Stock Holding History

Smith, Moore & Co’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 		$957K Sell
10,285
-142
-1% -$11.5K 0.07% 219
2025
Q4 		$766K Sell
10,427
-185
-2% -$13.6K 0.06% 244
2025
Q3 		$759K Buy
10,612
+103
+1% +$7.42K 0.06% 249
2025
Q2 		$740K Buy
10,509
+2,574
+32% +$173K 0.06% 249
2025
Q1 		$582K Buy
7,935
+95
+1% +$6.4K 0.05% 265
2024
Q4 		$491K Buy
7,840
+3,603
+85% +$236K 0.04% 292
2024
Q3 		$279K Buy
4,237
+2
+0% +$142 0.03% 372
2024
Q2 		$306K Buy
4,235
+39
+0.9% +$2.79K 0.03% 348
2024
Q1 		$281K Sell
4,196
-210
-5% -$13.5K 0.03% 354
2023
Q4 		$290K Buy
4,406
+91
+2% +$5.97K 0.03% 329
2023
Q3 		$278K Buy
4,315
+2
+0% +$124 0.04% 320
2023
Q2 		$260K Buy
4,313
+489
+13% +$29.3K 0.03% 331
2023
Q1 		$220K Sell
3,824
-2,651
-41% -$156K 0.03% 351
2022
Q4 		$369K Sell
6,475
-288
-4% -$15.9K 0.05% 268
2022
Q3 		$337K Buy
6,763
+331
+5% +$17.1K 0.05% 273
2022
Q2 		$336K Buy
6,432
+351
+6% +$19.7K 0.05% 281
2022
Q1 		$334K Buy
+6,081
New +$323K 0.05% 303

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

Smith, Moore & Co's SHEL Position: Q1 2026 in Review

Smith, Moore & Co reduced its Shell (SHEL) stake by 1.4% in Q1 2026, selling an estimated $11.5K and leaving 10,285 shares worth $957K. The position accounts for 0.07% of the portfolio, ranked #219.

Smith, Moore & Co first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Smith, Moore & Co held 10,285 shares of Shell worth $957K as of Q1 2026.
  • Smith, Moore & Co sold 142 Shell shares in Q1 2026, an estimated $11.5K.
  • Shell made up 0.07% of Smith, Moore & Co's portfolio in Q1 2026, its #219 holding.
  • Smith, Moore & Co first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.