AWM
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Act Wealth Management’s SLB Ltd SLB Stock Holding History

Act Wealth Management’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$248K Hold
5,100
– – 0.07% 55
2026
Q2 		$237K Sell
5,100
-1,000
-16% -$53.6K 0.07% 60
2026
Q1 		$313K Sell
6,100
-1,400
-19% -$68K 0.11% 44
2025
Q4 		$288K Buy
+7,500
New +$272K 0.09% 46

Other funds holding SLB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Act Wealth Management's SLB Position: Q3 2026 in Review

Act Wealth Management held its SLB Ltd (SLB) position steady in Q3 2026 at 5,100 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #55.

Act Wealth Management first reported a position in SLB in Q4 2025 and has held it in 4 quarters since. The position peaked at $313K in Q1 2026. 83 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Act Wealth Management held 5,100 shares of SLB Ltd worth $248K as of Q3 2026.
  • Act Wealth Management left its SLB Ltd share count unchanged in Q3 2026.
  • SLB Ltd made up 0.07% of Act Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Act Wealth Management first reported a position in SLB Ltd in Q4 2025 and has held it in 4 quarters since.
  • Act Wealth Management's SLB Ltd position peaked at $313K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.