BWM
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BKM Wealth Management’s SLB Ltd SLB Stock Holding History

BKM 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
Q1 		$546K Sell
10,615
-1,824
-15% -$88.5K 0.2% 102
2025
Q4 		$477K Sell
12,439
-632
-5% -$22.9K 0.17% 105
2025
Q3 		$449K Sell
13,071
-4,938
-27% -$172K 0.17% 106
2025
Q2 		$609K Buy
18,009
+2,236
+14% +$77.6K 0.24% 98
2025
Q1 		$659K Buy
15,773
+2,068
+15% +$84.7K 0.27% 89
2024
Q4 		$525K Buy
13,705
+558
+4% +$23.4K 0.22% 105
2024
Q3 		$552K Buy
+13,147
New +$585K 0.22% 112

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BKM Wealth Management's SLB Position: Q1 2026 in Review

BKM Wealth Management reduced its SLB Ltd (SLB) stake by 15% in Q1 2026, selling an estimated $88.5K and leaving 10,615 shares worth $546K. The position accounts for 0.2% of the portfolio, ranked #102.

BKM Wealth Management first reported a position in SLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $659K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • BKM Wealth Management held 10,615 shares of SLB Ltd worth $546K as of Q1 2026.
  • BKM Wealth Management sold 1,824 SLB Ltd shares in Q1 2026, an estimated $88.5K.
  • SLB Ltd made up 0.2% of BKM Wealth Management's portfolio in Q1 2026, its #102 holding.
  • BKM Wealth Management first reported a position in SLB Ltd in Q3 2024 and has held it in 7 quarters since.
  • BKM Wealth Management's SLB Ltd position peaked at $659K in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.