Allen Wealth Management
SLB icon

Allen Wealth Management’s SLB Ltd SLB Stock Holding History

Allen 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 		$1.8M Sell
37,011
-2,438
-6% -$126K 0.88% 20
2026
Q2 		$1.83M Sell
39,449
-3,741
-9% -$200K 0.89% 25
2026
Q1 		$2.22M Sell
43,190
-224
-0.5% -$10.9K 1.11% 18
2025
Q4 		$1.67M Buy
43,414
+1,089
+3% +$39.5K 1% 22
2025
Q3 		$1.45M Buy
+42,325
New +$1.47M 0.99% 24

Other funds holding SLB

Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Allen Wealth Management reduced its SLB Ltd (SLB) stake by 6.2% in Q3 2026, selling an estimated $126K and leaving 37,011 shares worth $1.8M. The position accounts for 0.88% of the portfolio, ranked #20.

Allen Wealth Management first reported a position in SLB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q1 2026. 643 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Allen Wealth Management held 37,011 shares of SLB Ltd worth $1.8M as of Q3 2026.
  • Allen Wealth Management sold 2,438 SLB Ltd shares in Q3 2026, an estimated $126K.
  • SLB Ltd made up 0.88% of Allen Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Allen Wealth Management first reported a position in SLB Ltd in Q3 2025 and has held it in 5 quarters since.
  • Allen Wealth Management's SLB Ltd position peaked at $2.22M in Q1 2026.
  • 643 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.