CAWM
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Capital Advisors Wealth Management’s SLB Ltd SLB Stock Holding History

Capital Advisors 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 		$151K Sell
2,943
-10,600
-78% -$514K 0.02% 213
2025
Q4 		$520K Buy
13,543
+2,903
+27% +$105K 0.07% 128
2025
Q3 		$366K Buy
10,640
+10
+0.1% +$348 0.05% 147
2025
Q2 		$359K Buy
10,630
+2,000
+23% +$69.4K 0.06% 137
2025
Q1 		$361K Buy
+8,630
New +$354K 0.06% 124

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

Capital Advisors Wealth Management's SLB Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its SLB Ltd (SLB) stake by 78% in Q1 2026, selling an estimated $514K and leaving 2,943 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #213.

Capital Advisors Wealth Management first reported a position in SLB in Q1 2025 and has held it in 5 quarters since. The position peaked at $520K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Capital Advisors Wealth Management held 2,943 shares of SLB Ltd worth $151K as of Q1 2026.
  • Capital Advisors Wealth Management sold 10,600 SLB Ltd shares in Q1 2026, an estimated $514K.
  • SLB Ltd made up 0.02% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Capital Advisors Wealth Management first reported a position in SLB Ltd in Q1 2025 and has held it in 5 quarters since.
  • Capital Advisors Wealth Management's SLB Ltd position peaked at $520K in Q4 2025.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.