Bogart Wealth LLC’s SLB Ltd SLB Stock Holding History

Bogart Wealth LLC’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	$32.1K	Sell	690 -1	-0.1%	-$54	﹤0.01%	658
2026 Q1	$35.5K	Sell	691 -111	-14%	-$5.39K	﹤0.01%	584
2025 Q4	$30.8K	Buy	802 +147	+22%	+$5.33K	﹤0.01%	580
2025 Q3	$22.5K	Buy	655 +457	+231%	+$15.9K	﹤0.01%	630
2025 Q2	$6.69K	Buy	198 +15	+8%	+$520	﹤0.01%	878
2025 Q1	$7.65K	Sell	183 -841	-82%	-$34.5K	﹤0.01%	818
2024 Q4	$39.3K	Buy	1,024 +844	+469%	+$35.4K	﹤0.01%	451
2024 Q3	$7.55K	Sell	180 -261	-59%	-$11.6K	﹤0.01%	751
2024 Q2	$20.8K	Buy	441 +261	+145%	+$12.6K	﹤0.01%	526
2024 Q1	$9.87K	Hold	180	–	–	﹤0.01%	653
2023 Q4	$9.37K	Hold	180	–	–	﹤0.01%	644
2023 Q3	$10.5K	Hold	180	–	–	﹤0.01%	581
2023 Q2	$8.84K	Hold	180	–	–	﹤0.01%	609
2023 Q1	$8.84K	Buy	180 +155	+620%	+$8.23K	﹤0.01%	615
2022 Q4	$1.35K	Sell	25 -89	-78%	-$4.43K	﹤0.01%	831
2022 Q3	$4K	Buy	+114	New	+$4.13K	﹤0.01%	740
2018 Q1	–	Sell	-31	Closed	-$2K	–	365
2017 Q4	$2K	Hold	31	–	–	﹤0.01%	302
2017 Q3	$2K	Buy	+31	New	+$2.05K	﹤0.01%	295

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

Bogart Wealth LLC's SLB Position: Q2 2026 in Review

Bogart Wealth LLC reduced its SLB Ltd (SLB) stake by 0.14% in Q2 2026, selling an estimated $54 and leaving 690 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Bogart Wealth LLC first reported a position in SLB in Q3 2017 and has held it in 18 quarters since. The position peaked at $39.3K in Q4 2024. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Bogart Wealth LLC held 690 shares of SLB Ltd worth $32.1K as of Q2 2026.
Bogart Wealth LLC sold 1 SLB Ltd share in Q2 2026, an estimated $54.
SLB Ltd made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #658 holding.
Bogart Wealth LLC first reported a position in SLB Ltd in Q3 2017 and has held it in 18 quarters since.
Bogart Wealth LLC's SLB Ltd position peaked at $39.3K in Q4 2024.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.