Welch & Forbes’s Shell SHEL Stock Holding History

Welch & Forbes’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	$741K	Buy	9,557 +1,804	+23%	+$156K	0.01%	257
2026 Q1	$721K	Sell	7,753 -83	-1%	-$6.71K	0.01%	247
2025 Q4	$576K	Hold	7,836	–	–	0.01%	262
2025 Q3	$561K	Hold	7,836	–	–	0.01%	269
2025 Q2	$552K	Hold	7,836	–	–	0.01%	269
2025 Q1	$574K	Hold	7,836	–	–	0.01%	263
2024 Q4	$491K	Hold	7,836	–	–	0.01%	280
2024 Q3	$517K	Sell	7,836 -2,284	-23%	-$162K	0.01%	285
2024 Q2	$734K	Buy	10,120 +88	+0.9%	+$6.29K	0.01%	250
2024 Q1	$673K	Sell	10,032 -187	-2%	-$12K	0.01%	257
2023 Q4	$672K	Sell	10,219 -3	-0%	-$197	0.01%	257
2023 Q3	$658K	Buy	10,222 +187	+2%	+$11.6K	0.01%	255
2023 Q2	$606K	Sell	10,035 -20	-0.2%	-$1.2K	0.01%	266
2023 Q1	$579K	Sell	10,055 -186	-2%	-$10.9K	0.01%	264
2022 Q4	$583K	Buy	10,241 +1,883	+23%	+$104K	0.01%	268
2022 Q3	$416K	Sell	8,358 -200	-2%	-$10.3K	0.01%	293
2022 Q2	$447K	Buy	+8,558	New	+$481K	0.01%	293

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

Welch & Forbes's SHEL Position: Q2 2026 in Review

Welch & Forbes increased its Shell (SHEL) stake by 23% in Q2 2026, buying an estimated $156K and bringing the position to 9,557 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #257.

Welch & Forbes first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Welch & Forbes held 9,557 shares of Shell worth $741K as of Q2 2026.
Welch & Forbes bought 1,804 Shell shares in Q2 2026, an estimated $156K.
Shell made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #257 holding.
Welch & Forbes first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.