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Bard Financial Services’s SLB Ltd SLB Stock Holding History

Bard Financial Services’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
2025
Q3 		$481K Buy
14,000
+4,850
+53% +$169K 0.05% 150
2025
Q2 		$309K Buy
9,150
+1,200
+15% +$41.6K 0.04% 171
2025
Q1 		$332K Buy
7,950
+425
+6% +$17.4K 0.04% 169
2024
Q4 		$289K Buy
7,525
+2,075
+38% +$87.1K 0.03% 175
2024
Q3 		$229K Buy
+5,450
New +$243K 0.03% 188
2023
Q2 		– Sell
-4,725
Closed -$232K – 331
2023
Q1 		$232K Hold
4,725
– – 0.02% 282
2022
Q4 		$253K Buy
+4,725
New +$235K 0.02% 262

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bard Financial Services's SLB Position: Q3 2025 in Review

Bard Financial Services increased its SLB Ltd (SLB) stake by 53% in Q3 2025, buying an estimated $169K and bringing the position to 14,000 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #150.

Bard Financial Services first reported a position in SLB in Q4 2022 and has held it in 7 quarters since. 1,491 funds tracked by Wall St. Rank hold SLB as of Q3 2025.

  • Bard Financial Services held 14,000 shares of SLB Ltd worth $481K as of Q3 2025.
  • Bard Financial Services bought 4,850 SLB Ltd shares in Q3 2025, an estimated $169K.
  • SLB Ltd made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #150 holding.
  • Bard Financial Services first reported a position in SLB Ltd in Q4 2022 and has held it in 7 quarters since.
  • 1,491 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.