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

AllSquare 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
2025
Q3 		$55.8K Buy
+1,623
New +$56.5K 0.03% 226
2020
Q1 		– Sell
-853
Closed -$24.7K – 474
2019
Q4 		$34K Sell
853
-232
-21% -$8.28K 0.02% 223
2019
Q3 		$37K Buy
+1,085
New +$39.7K 0.03% 217
2019
Q1 		– Sell
-295
Closed -$11K – 490
2018
Q4 		$11K Hold
295
– – 0.01% 301
2018
Q3 		$18K Sell
295
-73
-20% -$4.7K 0.01% 283
2018
Q2 		$25K Buy
+368
New +$25.3K 0.02% 253

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllSquare Wealth Management's SLB Position: Q3 2025 in Review

AllSquare Wealth Management opened a new position in SLB Ltd (SLB) in Q3 2025: 1,623 shares worth $55.8K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings. This is a return to the name: AllSquare Wealth Management previously reported a position in SLB as recently as Q4 2019.

AllSquare Wealth Management first reported a position in SLB in Q2 2018 and has held it in 6 quarters since. 1,488 funds tracked by Wall St. Rank hold SLB as of Q3 2025.

  • AllSquare Wealth Management held 1,623 shares of SLB Ltd worth $55.8K as of Q3 2025.
  • SLB Ltd was a new AllSquare Wealth Management position in Q3 2025.
  • SLB Ltd made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #226 holding.
  • AllSquare Wealth Management first reported a position in SLB Ltd in Q2 2018 and has held it in 6 quarters since.
  • 1,488 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.