AWM
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
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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Allen Wealth Management's SLB Position: Q2 2026 in Review

Allen Wealth Management reduced its SLB Ltd (SLB) stake by 8.7% in Q2 2026, selling an estimated $200K and leaving 39,449 shares worth $1.83M. The position accounts for 0.89% of the portfolio, ranked #25.

Allen Wealth Management first reported a position in SLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q1 2026. 652 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Allen Wealth Management held 39,449 shares of SLB Ltd worth $1.83M as of Q2 2026.
  • Allen Wealth Management sold 3,741 SLB Ltd shares in Q2 2026, an estimated $200K.
  • SLB Ltd made up 0.89% of Allen Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Allen Wealth Management first reported a position in SLB Ltd in Q3 2025 and has held it in 4 quarters since.
  • Allen Wealth Management's SLB Ltd position peaked at $2.22M in Q1 2026.
  • 652 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.