CFFP
SLB icon

Center for Financial Planning’s SLB Ltd SLB Stock Holding History

Center for Financial Planning’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 		$7.02K Hold
151
– – ﹤0.01% 525
2026
Q1 		$7.76K Hold
151
– – ﹤0.01% 516
2025
Q4 		$5.8K Hold
151
– – ﹤0.01% 542
2025
Q3 		$5.19K Sell
151
-102
-40% -$3.55K ﹤0.01% 547
2025
Q2 		$8.55K Sell
253
-19
-7% -$659 ﹤0.01% 476
2025
Q1 		$11.4K Sell
272
-1,000
-79% -$41K ﹤0.01% 461
2024
Q4 		$48.8K Hold
1,272
– – 0.01% 268
2024
Q3 		$53.4K Sell
1,272
-33
-3% -$1.47K 0.01% 239
2024
Q2 		$61.6K Hold
1,305
– – 0.01% 213
2024
Q1 		$71.5K Buy
1,305
+272
+26% +$13.7K 0.01% 204
2023
Q4 		$53.8K Hold
1,033
– – 0.01% 215
2023
Q3 		$60.2K Hold
1,033
– – 0.01% 196
2023
Q2 		$50.7K Hold
1,033
– – 0.01% 230
2023
Q1 		$50.7K Buy
1,033
+33
+3% +$1.75K 0.01% 217
2022
Q4 		$53.5K Sell
1,000
-161
-14% -$8.02K 0.01% 213
2022
Q3 		$42K Buy
1,161
+161
+16% +$5.84K 0.01% 224
2022
Q2 		$36K Hold
1,000
– – 0.01% 242
2022
Q1 		$41K Hold
1,000
– – 0.01% 245
2021
Q4 		$30K Hold
1,000
– – 0.01% 279
2021
Q3 		$30K Hold
1,000
– – 0.01% 272
2021
Q2 		$32K Hold
1,000
– – 0.01% 259
2021
Q1 		$27K Hold
1,000
– – 0.01% 273
2020
Q4 		$22K Hold
1,000
– – 0.01% 274
2020
Q3 		$16K Hold
1,000
– – 0.01% 280
2020
Q2 		$18K Sell
1,000
-3
-0.3% -$53 0.01% 272
2020
Q1 		$14K Hold
1,003
– – ﹤0.01% 291
2019
Q4 		$40K Buy
+1,003
New +$35.8K 0.01% 207

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

Center for Financial Planning's SLB Position: Q2 2026 in Review

Center for Financial Planning held its SLB Ltd (SLB) position steady in Q2 2026 at 151 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Center for Financial Planning first reported a position in SLB in Q4 2019 and has held it in 27 quarters since. The position peaked at $71.5K in Q1 2024. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Center for Financial Planning held 151 shares of SLB Ltd worth $7.02K as of Q2 2026.
  • Center for Financial Planning left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #525 holding.
  • Center for Financial Planning first reported a position in SLB Ltd in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's SLB Ltd position peaked at $71.5K in Q1 2024.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.