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

Aprio 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 		$563K Sell
12,110
-99
-0.8% -$5.31K 0.03% 352
2026
Q1 		$627K Buy
12,209
+1,755
+17% +$85.2K 0.03% 291
2025
Q4 		$418K Buy
10,454
+2,409
+30% +$87.3K 0.02% 350
2025
Q3 		$277K Buy
8,045
+774
+11% +$26.9K 0.03% 346
2025
Q2 		$246K Buy
+7,271
New +$252K 0.03% 343

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

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

Aprio Wealth Management reduced its SLB Ltd (SLB) stake by 0.81% in Q2 2026, selling an estimated $5.31K and leaving 12,110 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #352.

Aprio Wealth Management first reported a position in SLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $627K in Q1 2026. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Aprio Wealth Management held 12,110 shares of SLB Ltd worth $563K as of Q2 2026.
  • Aprio Wealth Management sold 99 SLB Ltd shares in Q2 2026, an estimated $5.31K.
  • SLB Ltd made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Aprio Wealth Management first reported a position in SLB Ltd in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's SLB Ltd position peaked at $627K in Q1 2026.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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