Carson Wealth (CWM LLC)
SLB icon

Carson Wealth (CWM LLC)’s SLB Ltd SLB Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.79M Buy
73,763
+1,735
+2% +$84.2K 0.01% 928
2025
Q4 		$2.76M Buy
72,028
+33,212
+86% +$1.2M 0.01% 1019
2025
Q3 		$1.33M Buy
38,816
+12,267
+46% +$427K ﹤0.01% 1260
2025
Q2 		$897K Sell
26,549
-21,986
-45% -$763K ﹤0.01% 1299
2025
Q1 		$2.03M Buy
48,535
+16,416
+51% +$673K 0.01% 829
2024
Q4 		$1.23M Buy
32,119
+5,591
+21% +$235K 0.01% 973
2024
Q3 		$1.11M Buy
26,528
+184
+0.7% +$8.19K ﹤0.01% 966
2024
Q2 		$1.24M Sell
26,344
-1,998
-7% -$96.4K 0.01% 797
2024
Q1 		$1.55M Buy
28,342
+2,656
+10% +$134K 0.01% 696
2023
Q4 		$1.34M Sell
25,686
-5,951
-19% -$323K 0.01% 689
2023
Q3 		$1.84M Buy
31,637
+7,598
+32% +$441K 0.01% 560
2023
Q2 		$1.18M Buy
24,039
+3,767
+19% +$180K 0.01% 653
2023
Q1 		$995K Buy
20,272
+3,664
+22% +$195K 0.01% 670
2022
Q4 		$888K Buy
16,608
+1,788
+12% +$89K 0.01% 651
2022
Q3 		$532K Buy
14,820
+1,466
+11% +$53.2K ﹤0.01% 731
2022
Q2 		$478K Sell
13,354
-1,455
-10% -$60.7K ﹤0.01% 748
2022
Q1 		$612K Sell
14,809
-972
-6% -$38.1K ﹤0.01% 671
2021
Q4 		$473K Buy
+15,781
New +$497K ﹤0.01% 746
2021
Q2 		$253K Hold
7,891
– – ﹤0.01% 830
2021
Q1 		$253K Hold
7,891
– – ﹤0.01% 830
2020
Q4 		$253K Hold
7,891
– – ﹤0.01% 830
2020
Q3 		$253K Hold
7,891
– – ﹤0.01% 830
2020
Q2 		$253K Hold
7,891
– – ﹤0.01% 830
2020
Q1 		$253K Hold
7,891
– – ﹤0.01% 830
2019
Q4 		$253K Hold
7,891
– – ﹤0.01% 830
2019
Q3 		$253K Hold
7,891
– – ﹤0.01% 830
2019
Q2 		$253K Hold
7,891
– – ﹤0.01% 830
2019
Q1 		$253K Sell
7,891
-25,870
-77% -$1.12M ﹤0.01% 830
2018
Q4 		$1.22M Sell
33,761
-340,891
-91% -$16.8M 0.03% 347
2018
Q3 		$22.8M Sell
374,652
-8,849
-2% -$570K 0.58% 41
2018
Q2 		$25.7M Sell
383,501
-24,773
-6% -$1.7M 0.85% 30
2018
Q1 		$26.4M Buy
408,274
+121,912
+43% +$8.51M 1.05% 28
2017
Q4 		$19.3M Sell
286,362
-24,978
-8% -$1.62M 0.86% 33
2017
Q3 		$21.7M Sell
311,340
-9,565
-3% -$632K 1.03% 30
2017
Q2 		$21.1M Buy
320,905
+59,566
+23% +$4.27M 1.08% 29
2017
Q1 		$20.4M Buy
261,339
+28,119
+12% +$2.3M 1.15% 28
2016
Q4 		$19.6M Buy
233,220
+23,173
+11% +$1.9M 1.2% 29
2016
Q3 		$16.5M Buy
210,047
+24,560
+13% +$1.95M 1.14% 25
2016
Q2 		$14.7M Buy
185,487
+23,920
+15% +$1.83M 1.07% 28
2016
Q1 		$11.9M Buy
161,567
+15,010
+10% +$1.06M 1.05% 28
2015
Q4 		$10.2M Buy
146,557
+15,419
+12% +$1.15M 1% 35
2015
Q3 		$9.04M Buy
131,138
+90,593
+223% +$7.17M 0.91% 41
2015
Q2 		$3.5M Buy
40,545
+3,352
+9% +$302K 0.34% 104
2015
Q1 		$3.1M Buy
37,193
+6,649
+22% +$554K 0.31% 106
2014
Q4 		$2.61M Buy
30,544
+5,065
+20% +$466K 0.32% 117
2014
Q3 		$2.59M Buy
25,479
+1,771
+7% +$193K 0.38% 85
2014
Q2 		$2.8M Buy
23,708
+4,533
+24% +$467K 0.5% 63
2014
Q1 		$1.87M Buy
19,175
+4,154
+28% +$376K 0.25% 71
2013
Q4 		$1.35M Buy
15,021
+2,793
+23% +$252K 0.21% 73
2013
Q3 		$1.08M Buy
+12,228
New +$1M 0.28% 49

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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 $654B AUM 26.35% 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

Carson Wealth (CWM LLC)'s SLB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SLB Ltd (SLB) stake by 2.4% in Q1 2026, buying an estimated $84.2K and bringing the position to 73,763 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #928.

Carson Wealth (CWM LLC) first reported a position in SLB in Q3 2013 and has held it in 50 quarters since. The position peaked at $26.4M in Q1 2018. 1,693 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 73,763 shares of SLB Ltd worth $3.79M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,735 SLB Ltd shares in Q1 2026, an estimated $84.2K.
  • SLB Ltd made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #928 holding.
  • Carson Wealth (CWM LLC) first reported a position in SLB Ltd in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s SLB Ltd position peaked at $26.4M in Q1 2018.
  • 1,693 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.