Aries Wealth Management’s SLB Ltd SLB Stock Holding History

Aries 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	–	Sell	-4,249	Closed	-$218K	–	246
2026 Q1	$218K	Buy	+4,249	New	+$206K	0.05%	215
2024 Q4	–	Sell	-5,258	Closed	-$221K	–	233
2024 Q3	$221K	Hold	5,258	–	–	0.06%	212
2024 Q2	$248K	Hold	5,258	–	–	0.08%	181
2024 Q1	$288K	Buy	5,258 +1	+0%	+$50	0.09%	169
2023 Q4	$274K	Sell	5,257 -390	-7%	-$21.2K	0.1%	164
2023 Q3	$336K	Hold	5,647	–	–	0.13%	137
2023 Q2	$277K	Hold	5,647	–	–	0.11%	155
2023 Q1	$277K	Hold	5,647	–	–	0.11%	153
2022 Q4	$302K	Hold	5,647	–	–	0.13%	146
2022 Q3	$294K	Hold	5,647	–	–	0.13%	142
2022 Q2	$202K	Buy	+5,647	New	+$236K	0.09%	168
2020 Q1	–	Sell	-6,942	Closed	-$283K	–	153
2019 Q4	$283K	Hold	6,942	–	–	0.17%	118
2019 Q3	$225K	Sell	6,942 -217	-3%	-$7.93K	0.15%	133
2019 Q2	$283K	Sell	7,159 -137	-2%	-$5.52K	0.2%	114
2019 Q1	$318K	Buy	+7,296	New	+$315K	0.24%	96
2018 Q4	–	Sell	-4,155	Closed	-$253K	–	129
2018 Q3	$253K	Sell	4,155 -32	-0.8%	-$2.06K	0.23%	100
2018 Q2	$283K	Sell	4,187 -129	-3%	-$8.86K	0.26%	93
2018 Q1	$288K	Sell	4,316 -38	-0.9%	-$2.65K	0.28%	92
2017 Q4	$333K	Buy	+4,354	New	+$282K	0.31%	86

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Aries Wealth Management sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 4,249 shares — an estimated $218K sold.

Aries Wealth Management first reported a position in SLB in Q4 2017 and held it in 19 quarters. The position peaked at $336K in Q3 2023. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Aries Wealth Management reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
Aries Wealth Management sold 4,249 SLB Ltd shares in Q2 2026, an estimated $218K.
Aries Wealth Management first reported a position in SLB Ltd in Q4 2017 and held it in 19 quarters.
Aries Wealth Management's SLB Ltd position peaked at $336K in Q3 2023.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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