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

Athena 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 		$358K Sell
7,706
-1,435
-16% -$76.9K 0.27% 69
2026
Q1 		$470K Buy
9,141
+242
+3% +$11.7K 0.38% 62
2025
Q4 		$342K Buy
+8,899
New +$323K 0.33% 71

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Athena Wealth Management reduced its SLB Ltd (SLB) stake by 16% in Q2 2026, selling an estimated $76.9K and leaving 7,706 shares worth $358K. The position accounts for 0.27% of the portfolio, ranked #69.

Athena Wealth Management first reported a position in SLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $470K in Q1 2026. 364 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Athena Wealth Management held 7,706 shares of SLB Ltd worth $358K as of Q2 2026.
  • Athena Wealth Management sold 1,435 SLB Ltd shares in Q2 2026, an estimated $76.9K.
  • SLB Ltd made up 0.27% of Athena Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Athena Wealth Management first reported a position in SLB Ltd in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's SLB Ltd position peaked at $470K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.