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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspen Wealth Strategies's SLB Position: Q1 2026 in Review

Aspen Wealth Strategies increased its SLB Ltd (SLB) stake by 1.2% in Q1 2026, buying an estimated $9.22K and bringing the position to 15,600 shares worth $802K. The position accounts for 0.43% of the portfolio, ranked #37.

Aspen Wealth Strategies first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Aspen Wealth Strategies held 15,600 shares of SLB Ltd worth $802K as of Q1 2026.
Aspen Wealth Strategies bought 190 SLB Ltd shares in Q1 2026, an estimated $9.22K.
SLB Ltd made up 0.43% of Aspen Wealth Strategies's portfolio in Q1 2026, its #37 holding.
Aspen Wealth Strategies first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.