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

Axxcess 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 		$1.51M Buy
32,437
+100
+0.3% +$5.36K 0.02% 440
2026
Q1 		$1.66M Buy
32,337
+8,806
+37% +$427K 0.05% 201
2025
Q4 		$903K Sell
23,531
-1,417
-6% -$51.4K 0.02% 529
2025
Q3 		$857K Buy
24,948
+393
+2% +$13.7K 0.02% 481
2025
Q2 		$830K Buy
24,555
+5,058
+26% +$175K 0.02% 474
2025
Q1 		$815K Sell
19,497
-10,650
-35% -$436K 0.02% 442
2024
Q4 		$1.16M Sell
30,147
-395
-1% -$16.6K 0.03% 379
2024
Q3 		$1.28M Sell
30,542
-338
-1% -$15K 0.03% 339
2024
Q2 		$1.46M Sell
30,880
-4,890
-14% -$236K 0.04% 308
2024
Q1 		$1.96M Buy
35,770
+3,344
+10% +$169K 0.05% 255
2023
Q4 		$1.69M Buy
32,426
+21,833
+206% +$1.19M 0.05% 270
2023
Q3 		$618K Buy
+10,593
New +$614K 0.02% 420
2023
Q1 		– Sell
-4,095
Closed -$219K – 683
2022
Q4 		$219K Buy
+4,095
New +$204K 0.02% 528
2022
Q2 		– Sell
-11,988
Closed -$495K – 648
2022
Q1 		$495K Buy
11,988
+4,743
+65% +$186K 0.04% 362
2021
Q4 		$217K Buy
+7,245
New +$228K 0.02% 568

Other funds holding SLB

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Axxcess Wealth Management increased its SLB Ltd (SLB) stake by 0.31% in Q2 2026, buying an estimated $5.36K and bringing the position to 32,437 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #440.

Axxcess Wealth Management first reported a position in SLB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2024. 863 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Axxcess Wealth Management held 32,437 shares of SLB Ltd worth $1.51M as of Q2 2026.
  • Axxcess Wealth Management bought 100 SLB Ltd shares in Q2 2026, an estimated $5.36K.
  • SLB Ltd made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Axxcess Wealth Management first reported a position in SLB Ltd in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's SLB Ltd position peaked at $1.96M in Q1 2024.
  • 863 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.