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Aspen Wealth Strategies’s SLB Ltd SLB Stock Holding History

Aspen Wealth Strategies’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 		$694K Sell
14,930
-670
-4% -$35.9K 0.34% 42
2026
Q1 		$802K Buy
15,600
+190
+1% +$9.22K 0.43% 37
2025
Q4 		$591K Buy
15,410
+70
+0.5% +$2.54K 0.32% 48
2025
Q3 		$527K Sell
15,340
-1,046
-6% -$36.4K 0.29% 49
2025
Q2 		$554K Sell
16,386
-498
-3% -$17.3K 0.33% 46
2025
Q1 		$706K Buy
16,884
+3
+0% +$123 0.46% 39
2024
Q4 		$647K Buy
16,881
+2,742
+19% +$115K 0.41% 38
2024
Q3 		$593K Buy
14,139
+2,008
+17% +$89.4K 0.38% 38
2024
Q2 		$593K Sell
12,131
-199
-2% -$9.61K 0.41% 35
2024
Q1 		$676K Sell
12,330
-892
-7% -$45K 0.47% 32
2023
Q4 		$688K Sell
13,222
-234
-2% -$12.7K 0.5% 33
2023
Q3 		$784K Sell
13,456
-79
-0.6% -$4.58K 0.61% 29
2023
Q2 		$665K Buy
13,535
+420
+3% +$20K 0.5% 34
2023
Q1 		$644K Sell
13,115
-50
-0.4% -$2.65K 0.5% 27
2022
Q4 		$704K Buy
+13,165
New +$656K 0.56% 27

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

Aspen Wealth Strategies's SLB Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its SLB Ltd (SLB) stake by 4.3% in Q2 2026, selling an estimated $35.9K and leaving 14,930 shares worth $694K. The position accounts for 0.34% of the portfolio, ranked #42.

Aspen Wealth Strategies first reported a position in SLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Aspen Wealth Strategies held 14,930 shares of SLB Ltd worth $694K as of Q2 2026.
  • Aspen Wealth Strategies sold 670 SLB Ltd shares in Q2 2026, an estimated $35.9K.
  • SLB Ltd made up 0.34% of Aspen Wealth Strategies's portfolio in Q2 2026, its #42 holding.
  • Aspen Wealth Strategies first reported a position in SLB Ltd in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's SLB Ltd position peaked at $802K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.