BHWM
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Bay Harbor Wealth Management’s SLB Ltd SLB Stock Holding History

Bay Harbor 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 		$101K Sell
2,180
-316
-13% -$16.9K 0.02% 109
2026
Q1 		$129K Sell
2,496
-28
-1% -$1.36K 0.03% 67
2025
Q4 		$97.6K Sell
2,524
-132
-5% -$4.79K 0.03% 89
2025
Q3 		$91.3K Buy
2,656
+88
+3% +$3.06K 0.02% 91
2025
Q2 		$87.5K Buy
2,568
+1,884
+275% +$65.3K 0.03% 93
2025
Q1 		$28.8K Buy
+684
New +$28K 0.01% 111
2021
Q1 		– Sell
-13
Closed – – 388
2020
Q4 		$0 Buy
+13
New +$245 ﹤0.01% 457
2020
Q1 		– Sell
-35
Closed -$1K – 401
2019
Q4 		$1K Hold
35
– – ﹤0.01% 324
2019
Q3 		$1K Buy
+35
New +$1.28K ﹤0.01% 342

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bay Harbor Wealth Management's SLB Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its SLB Ltd (SLB) stake by 13% in Q2 2026, selling an estimated $16.9K and leaving 2,180 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #109.

Bay Harbor Wealth Management first reported a position in SLB in Q3 2019 and has held it in 9 quarters since. The position peaked at $129K in Q1 2026. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Bay Harbor Wealth Management held 2,180 shares of SLB Ltd worth $101K as of Q2 2026.
  • Bay Harbor Wealth Management sold 316 SLB Ltd shares in Q2 2026, an estimated $16.9K.
  • SLB Ltd made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Bay Harbor Wealth Management first reported a position in SLB Ltd in Q3 2019 and has held it in 9 quarters since.
  • Bay Harbor Wealth Management's SLB Ltd position peaked at $129K in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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