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
Q2 		$302K Buy
6,500
+1,500
+30% +$80.4K 0.04% 187
2026
Q1 		$257K Buy
+5,000
New +$243K 0.03% 187

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

Capital Advisors Wealth Management's SLB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its SLB Ltd (SLB) stake by 156% in Q2 2026, buying an estimated $247K and bringing the position to 7,547 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #171.

Capital Advisors Wealth Management first reported a position in SLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q4 2025. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Capital Advisors Wealth Management held 7,547 shares of SLB Ltd worth $351K as of Q2 2026.
  • Capital Advisors Wealth Management bought 4,604 SLB Ltd shares in Q2 2026, an estimated $247K.
  • SLB Ltd made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Capital Advisors Wealth Management first reported a position in SLB Ltd in Q1 2025 and has held it in 6 quarters since.
  • Capital Advisors Wealth Management's SLB Ltd position peaked at $520K in Q4 2025.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.