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Action Point Financial Planning’s SLB Ltd SLB Stock Holding History

Action Point Financial Planning’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
Q2 		$286K Buy
+6,160
New +$330K 0.03% 370

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's SLB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SLB Ltd (SLB) in Q2 2026: 6,160 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #370 among its holdings.

1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Action Point Financial Planning held 6,160 shares of SLB Ltd worth $286K as of Q2 2026.
  • SLB Ltd was a new Action Point Financial Planning position in Q2 2026.
  • SLB Ltd made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #370 holding.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.