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Cape Investment Advisory’s SLB Ltd SLB Stock Holding History

Cape Investment Advisory’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 		$26.5K Buy
+570
New +$30.5K 0.01% 653
2026
Q1 		– Sell
-458
Closed -$17.6K – 1032
2025
Q4 		$17.6K Buy
458
+161
+54% +$5.84K 0.01% 645
2025
Q3 		$10.2K Buy
+297
New +$10.3K 0.01% 405
2025
Q2 		– Sell
-227
Closed -$9.48K – 1248
2025
Q1 		$9.48K Sell
227
-40
-15% -$1.64K ﹤0.01% 618
2024
Q4 		$10.2K Buy
267
+19
+8% +$798 ﹤0.01% 584
2024
Q3 		$10.4K Buy
248
+1
+0.4% +$45 ﹤0.01% 556
2024
Q2 		$11.7K Buy
247
+100
+68% +$4.83K 0.01% 499
2024
Q1 		$8.06K Buy
147
+43
+41% +$2.17K ﹤0.01% 583
2023
Q4 		$5.41K Hold
104
– – ﹤0.01% 767
2023
Q3 		$6.06K Hold
104
– – ﹤0.01% 634
2023
Q2 		$5.11K Sell
104
-8
-7% -$381 ﹤0.01% 651
2023
Q1 		$5.5K Buy
+112
New +$5.95K ﹤0.01% 646

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

Cape Investment Advisory's SLB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in SLB Ltd (SLB) in Q2 2026: 570 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SLB as recently as Q4 2025.

Cape Investment Advisory first reported a position in SLB in Q1 2023 and has held it in 12 quarters since. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Cape Investment Advisory held 570 shares of SLB Ltd worth $26.5K as of Q2 2026.
  • SLB Ltd was a new Cape Investment Advisory position in Q2 2026.
  • SLB Ltd made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #653 holding.
  • Cape Investment Advisory first reported a position in SLB Ltd in Q1 2023 and has held it in 12 quarters since.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.