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Winthrop Capital Management’s Shell SHEL Stock Holding History

Winthrop Capital 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 		$150K Hold
1,616
– – 0.04% 135
2025
Q4 		$119K Hold
1,616
– – 0.03% 151
2025
Q3 		$116K Hold
1,616
– – 0.03% 139
2025
Q2 		$114K Hold
1,616
– – 0.03% 148
2025
Q1 		$118K Hold
1,616
– – 0.03% 132
2024
Q4 		$100K Hold
1,616
– – 0.03% 147
2024
Q3 		$107K Buy
+1,616
New +$114K 0.05% 72
2024
Q1 		– Sell
-1,616
Closed -$106K – 274
2023
Q4 		$106K Buy
+1,616
New +$106K 0.03% 140

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 $336B AUM 34.66% 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

Winthrop Capital Management's SHEL Position: Q1 2026 in Review

Winthrop Capital Management held its Shell (SHEL) position steady in Q1 2026 at 1,616 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #135.

Winthrop Capital Management first reported a position in SHEL in Q4 2023 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Winthrop Capital Management held 1,616 shares of Shell worth $150K as of Q1 2026.
  • Winthrop Capital Management left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.04% of Winthrop Capital Management's portfolio in Q1 2026, its #135 holding.
  • Winthrop Capital Management first reported a position in Shell in Q4 2023 and has held it in 8 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.