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CBIZ Investment Advisory Services’s SLB Ltd SLB Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-26
Closed -$1K – 690
2025
Q4 		$1K Buy
+26
New +$943 ﹤0.01% 712
2025
Q3 		– Sell
-118
Closed -$4.01K – 780
2025
Q2 		$4.01K Sell
118
-49
-29% -$1.7K ﹤0.01% 459
2025
Q1 		$6.98K Buy
167
+66
+65% +$2.71K ﹤0.01% 358
2024
Q4 		$3.91K Sell
101
-712
-88% -$29.9K ﹤0.01% 337
2024
Q3 		$34.2K Buy
813
+492
+153% +$21.9K ﹤0.01% 132
2024
Q2 		$15.2K Sell
321
-149
-32% -$7.19K ﹤0.01% 205
2024
Q1 		$25.9K Buy
+470
New +$23.7K ﹤0.01% 139
2020
Q1 		– Hold
0
– – – 196

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

CBIZ Investment Advisory Services's SLB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 26 shares — an estimated $1K sold.

CBIZ Investment Advisory Services first reported a position in SLB in Q1 2024 and held it in 7 quarters. The position peaked at $34.2K in Q3 2024. 1,700 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 26 SLB Ltd shares in Q1 2026, an estimated $1K.
  • CBIZ Investment Advisory Services first reported a position in SLB Ltd in Q1 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's SLB Ltd position peaked at $34.2K in Q3 2024.
  • 1,700 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.