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Brown Financial Advisors’s SLB Ltd SLB Stock Holding History

Brown Financial Advisors’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 		– Sell
-7,609
Closed -$292K – 212
2025
Q4 		$292K Sell
7,609
-768
-9% -$27.8K 0.11% 143
2025
Q3 		$288K Sell
8,377
-22,273
-73% -$775K 0.11% 139
2025
Q2 		$1.04M Sell
30,650
-4,508
-13% -$156K 0.4% 85
2025
Q1 		$1.47M Buy
35,158
+2,913
+9% +$119K 0.61% 61
2024
Q4 		$1.24M Buy
32,245
+4,315
+15% +$181K 0.5% 63
2024
Q3 		$1.17M Buy
27,930
+11,222
+67% +$500K 0.48% 66
2024
Q2 		$788K Buy
+16,708
New +$806K 0.35% 84

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Brown Financial Advisors's SLB Position: Q1 2026 in Review

Brown Financial Advisors sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 7,609 shares — an estimated $292K sold.

Brown Financial Advisors first reported a position in SLB in Q2 2024 and held it in 7 quarters. The position peaked at $1.47M in Q1 2025. 1,697 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Brown Financial Advisors reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • Brown Financial Advisors sold 7,609 SLB Ltd shares in Q1 2026, an estimated $292K.
  • Brown Financial Advisors first reported a position in SLB Ltd in Q2 2024 and held it in 7 quarters.
  • Brown Financial Advisors's SLB Ltd position peaked at $1.47M in Q1 2025.
  • 1,697 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.