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Capital Performance Advisors’s SLB Ltd SLB Stock Holding History

Capital Performance 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
Q2 		$249K Sell
5,362
-2,829
-35% -$152K 0.02% 257
2026
Q1 		$421K Sell
8,191
-59
-0.7% -$2.86K 0.03% 246
2025
Q4 		$317K Buy
+8,250
New +$299K 0.02% 304
2025
Q2 		– Sell
-5,319
Closed -$222K – 313
2025
Q1 		$222K Buy
+5,319
New +$218K 0.05% 222
2024
Q4 		– Sell
-271
Closed -$11.4K – 2272
2024
Q3 		$11.4K Buy
+271
New +$12.1K ﹤0.01% 794

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 Performance Advisors's SLB Position: Q2 2026 in Review

Capital Performance Advisors reduced its SLB Ltd (SLB) stake by 35% in Q2 2026, selling an estimated $152K and leaving 5,362 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #257.

Capital Performance Advisors first reported a position in SLB in Q3 2024 and has held it in 5 quarters since. The position peaked at $421K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Capital Performance Advisors held 5,362 shares of SLB Ltd worth $249K as of Q2 2026.
  • Capital Performance Advisors sold 2,829 SLB Ltd shares in Q2 2026, an estimated $152K.
  • SLB Ltd made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #257 holding.
  • Capital Performance Advisors first reported a position in SLB Ltd in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's SLB Ltd position peaked at $421K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.