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 Q2	–	Sell	-10,615	Closed	-$546K	–	161
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BKM Wealth Management sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 10,615 shares — an estimated $546K sold.

BKM Wealth Management first reported a position in SLB in Q3 2024 and held it in 7 quarters. The position peaked at $659K in Q1 2025. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

BKM Wealth Management reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
BKM Wealth Management sold 10,615 SLB Ltd shares in Q2 2026, an estimated $546K.
BKM Wealth Management first reported a position in SLB Ltd in Q3 2024 and held it in 7 quarters.
BKM Wealth Management's SLB Ltd position peaked at $659K in Q1 2025.
1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.