Sumitomo Mitsui Trust Group
SHEL icon

Sumitomo Mitsui Trust Group’s Shell SHEL Stock Holding History

Sumitomo Mitsui Trust Group’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 		$8.78M Buy
94,441
+22,108
+31% +$1.79M 0.01% 681
2025
Q4 		$5.32M Sell
72,333
-3,019
-4% -$222K ﹤0.01% 727
2025
Q3 		$5.39M Sell
75,352
-896
-1% -$64.5K ﹤0.01% 725
2025
Q2 		$5.37M Sell
76,248
-8,576
-10% -$575K ﹤0.01% 712
2025
Q1 		$6.22M Sell
84,824
-89
-0.1% -$6K ﹤0.01% 717
2024
Q4 		$5.32M Sell
84,913
-4,683
-5% -$307K ﹤0.01% 742
2024
Q3 		$5.91M Sell
89,596
-13,213
-13% -$936K ﹤0.01% 746
2024
Q2 		$7.42M Sell
102,809
-27,030
-21% -$1.93M 0.01% 728
2024
Q1 		$8.7M Sell
129,839
-8,499
-6% -$545K 0.01% 783
2023
Q4 		$9.1M Sell
138,338
-5,664
-4% -$372K 0.01% 776
2023
Q3 		$9.27M Sell
144,002
-17,203
-11% -$1.07M 0.01% 789
2023
Q2 		$9.73M Sell
161,205
-4,565
-3% -$274K 0.01% 791
2023
Q1 		$9.54M Sell
165,770
-5,911
-3% -$348K 0.01% 790
2022
Q4 		$9.78M Sell
171,681
-12,259
-7% -$676K 0.01% 784
2022
Q3 		$9.15M Sell
183,940
-31,924
-15% -$1.65M 0.01% 790
2022
Q2 		$11.3M Buy
+215,864
New +$12.1M 0.01% 793

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

Sumitomo Mitsui Trust Group's SHEL Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Shell (SHEL) stake by 31% in Q1 2026, buying an estimated $1.79M and bringing the position to 94,441 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #681.

Sumitomo Mitsui Trust Group first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.3M in Q2 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 94,441 shares of Shell worth $8.78M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 22,108 Shell shares in Q1 2026, an estimated $1.79M.
  • Shell made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #681 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Sumitomo Mitsui Trust Group's Shell position peaked at $11.3M in Q2 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.