Athena Wealth Management
SLB icon

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
Q3 		$353K Sell
7,242
-464
-6% -$23.9K 0.25% 80
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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Athena Wealth Management's SLB Position: Q3 2026 in Review

Athena Wealth Management reduced its SLB Ltd (SLB) stake by 6% in Q3 2026, selling an estimated $23.9K and leaving 7,242 shares worth $353K. The position accounts for 0.25% of the portfolio, ranked #80.

Athena Wealth Management first reported a position in SLB in Q4 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 434 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Athena Wealth Management held 7,242 shares of SLB Ltd worth $353K as of Q3 2026.
  • Athena Wealth Management sold 464 SLB Ltd shares in Q3 2026, an estimated $23.9K.
  • SLB Ltd made up 0.25% of Athena Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Athena Wealth Management first reported a position in SLB Ltd in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's SLB Ltd position peaked at $470K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.