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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital World Investors

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