BigSur Wealth Management’s SLB Ltd SLB Stock Holding History

BigSur 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	$1.07M	Hold	22,800	–	–	0.26%	95
2026 Q1	$1.18M	Hold	22,800	–	–	0.33%	82
2025 Q4	$882K	Sell	22,800 -500	-2%	-$18.1K	0.21%	91
2025 Q3	$807K	Hold	23,300	–	–	0.2%	93
2025 Q2	$794K	Sell	23,300 -31,120	-57%	-$1.08M	0.2%	93
2025 Q1	$2.29M	Buy	54,420 +9,500	+21%	+$389K	0.62%	43
2024 Q4	$1.72M	Buy	+44,920	New	+$1.89M	0.49%	56
2019 Q3	–	Sell	-14,300	Closed	-$569K	–	105
2019 Q2	$569K	Buy	14,300 +3,000	+27%	+$121K	0.4%	53
2019 Q1	$498K	Hold	11,300	–	–	0.33%	63
2018 Q4	$413K	Hold	11,300	–	–	0.29%	66
2018 Q3	$693K	Buy	11,300 +5,000	+79%	+$322K	0.43%	43
2018 Q2	$425K	Buy	6,300 +1,000	+19%	+$68.7K	0.31%	59
2018 Q1	$345K	Buy	5,300 +2,300	+77%	+$161K	0.25%	76
2017 Q4	$204K	Hold	3,000	–	–	0.2%	92
2017 Q3	$211K	Hold	3,000	–	–	0.21%	88
2017 Q2	$200K	Hold	3,000	–	–	0.2%	84
2017 Q1	$217K	Hold	3,000	–	–	0.23%	80
2016 Q4	$253K	Buy	+3,000	New	+$246K	0.34%	65

Other funds holding SLB

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

BigSur Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 22,800 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #95.

BigSur Wealth Management first reported a position in SLB in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.29M in Q1 2025. 463 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

BigSur Wealth Management held 22,800 shares of SLB Ltd worth $1.07M as of Q2 2026.
BigSur Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
SLB Ltd made up 0.26% of BigSur Wealth Management's portfolio in Q2 2026, its #95 holding.
BigSur Wealth Management first reported a position in SLB Ltd in Q4 2016 and has held it in 18 quarters since.
BigSur Wealth Management's SLB Ltd position peaked at $2.29M in Q1 2025.
463 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.