AE Wealth Management’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.09M | Buy |
79,529
+36,426
| +85% | +$1.77M | 0.02% | 468 |
|
|
2025
Q4 | $1.65M | Buy |
43,103
+1,688
| +4% | +$61.2K | 0.01% | 662 |
|
|
2025
Q3 | $1.42M | Buy |
41,415
+3,579
| +9% | +$125K | 0.01% | 663 |
|
|
2025
Q2 | $1.28M | Buy |
37,836
+16,040
| +74% | +$556K | 0.01% | 657 |
|
|
2025
Q1 | $911K | Buy |
21,796
+5,508
| +34% | +$226K | 0.01% | 728 |
|
|
2024
Q4 | $624K | Buy |
16,288
+2,123
| +15% | +$89.1K | 0.01% | 837 |
|
|
2024
Q3 | $594K | Buy |
14,165
+323
| +2% | +$14.4K | 0.01% | 837 |
|
|
2024
Q2 | $653K | Buy |
13,842
+5
| +0% | +$241 | 0.01% | 809 |
|
|
2024
Q1 | $758K | Sell |
13,837
-23,158
| -63% | -$1.17M | 0.01% | 718 |
|
|
2023
Q4 | $1.96M | Sell |
36,995
-486
| -1% | -$26.4K | 0.01% | 913 |
|
|
2023
Q3 | $2.19M | Sell |
37,481
-18,239
| -33% | -$1.06M | 0.01% | 823 |
|
|
2023
Q2 | $2.74M | Sell |
55,720
-80,120
| -59% | -$3.82M | 0.02% | 738 |
|
|
2023
Q1 | $6.67M | Sell |
135,840
-7,385
| -5% | -$392K | 0.04% | 443 |
|
|
2022
Q4 | $7.66M | Sell |
143,225
-166,159
| -54% | -$8.27M | 0.06% | 374 |
|
|
2022
Q3 | $11.1M | Sell |
309,384
-93,515
| -23% | -$3.39M | 0.09% | 240 |
|
|
2022
Q2 | $14.4M | Buy |
402,899
+166,564
| +70% | +$6.95M | 0.12% | 195 |
|
|
2022
Q1 | $9.76M | Sell |
236,335
-18,003
| -7% | -$706K | 0.07% | 288 |
|
|
2021
Q4 | $7.62M | Buy |
254,338
+123,496
| +94% | +$3.89M | 0.05% | 324 |
|
|
2021
Q3 | $3.88M | Buy |
130,842
+2,451
| +2% | +$70.2K | 0.03% | 438 |
|
|
2021
Q2 | $4.11M | Sell |
128,391
-4,469
| -3% | -$137K | 0.04% | 421 |
|
|
2021
Q1 | $3.61M | Buy |
132,860
+108,762
| +451% | +$2.86M | 0.04% | 395 |
|
|
2020
Q4 | $526K | Sell |
24,098
-1,362
| -5% | -$25.7K | 0.01% | 938 |
|
|
2020
Q3 | $396K | Sell |
25,460
-3,055
| -11% | -$56.8K | 0.01% | 948 |
|
|
2020
Q2 | $524K | Buy |
28,515
+12,006
| +73% | +$210K | 0.01% | 861 |
|
|
2020
Q1 | $223K | Buy |
16,509
+944
| +6% | +$27.3K | 0.01% | 970 |
|
|
2019
Q4 | $626K | Buy |
15,565
+1,265
| +9% | +$45.2K | 0.01% | 661 |
|
|
2019
Q3 | $489K | Sell |
14,300
-3,366
| -19% | -$123K | 0.01% | 620 |
|
|
2019
Q2 | $702K | Buy |
17,666
+9,953
| +129% | +$401K | 0.02% | 497 |
|
|
2019
Q1 | $336K | Buy |
+7,713
| New | +$333K | 0.02% | 432 |
|
|
2018
Q4 | – | Sell |
-6,875
| Closed | -$419K | – | 584 |
|
|
2018
Q3 | $419K | Buy |
+6,875
| New | +$443K | 0.02% | 362 |
|
|
2017
Q4 | – | Sell |
-3,032
| Closed | -$212K | – | 459 |
|
|
2017
Q3 | $212K | Buy |
+3,032
| New | +$200K | 0.02% | 374 |
|
Other funds holding SLB
VCM
VPM
AE Wealth Management's SLB Position: Q1 2026 in Review
AE Wealth Management increased its SLB Ltd (SLB) stake by 85% in Q1 2026, buying an estimated $1.77M and bringing the position to 79,529 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #468.
AE Wealth Management first reported a position in SLB in Q3 2017 and has held it in 31 quarters since. The position peaked at $14.4M in Q2 2022. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.
- AE Wealth Management held 79,529 shares of SLB Ltd worth $4.09M as of Q1 2026.
- AE Wealth Management bought 36,426 SLB Ltd shares in Q1 2026, an estimated $1.77M.
- SLB Ltd made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #468 holding.
- AE Wealth Management first reported a position in SLB Ltd in Q3 2017 and has held it in 31 quarters since.
- AE Wealth Management's SLB Ltd position peaked at $14.4M in Q2 2022.
- 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.