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Congress Wealth Management’s SLB Ltd SLB Stock Holding History

Congress 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
2025
Q2 		$1.64M Buy
48,482
+14,892
+44% +$517K 0.02% 592
2025
Q1 		$1.4M Buy
33,590
+6,190
+23% +$254K 0.02% 560
2024
Q4 		$1.05M Sell
27,400
-15,429
-36% -$648K 0.01% 512
2024
Q3 		$1.8M Buy
42,829
+11,994
+39% +$534K 0.02% 439
2024
Q2 		$1.45M Buy
30,835
+19,350
+168% +$934K 0.02% 389
2024
Q1 		$629K Sell
11,485
-655
-5% -$33K 0.01% 428
2023
Q4 		$632K Buy
12,140
+1,146
+10% +$62.3K 0.01% 437
2023
Q3 		$641K Buy
10,994
+1,135
+12% +$65.8K 0.01% 423
2023
Q2 		$484K Buy
9,859
+7
+0.1% +$334 0.01% 418
2023
Q1 		$484K Buy
9,852
+84
+0.9% +$4.46K 0.01% 421
2022
Q4 		$522K Buy
9,768
+82
+0.8% +$4.08K 0.01% 399
2022
Q3 		$348K Hold
9,686
– – 0.01% 449
2022
Q2 		$347K Sell
9,686
-25,000
-72% -$1.04M 0.01% 454
2022
Q1 		$1.43M Sell
34,686
-22,416
-39% -$879K 0.03% 316
2021
Q4 		$1.71M Buy
+57,102
New +$1.8M 0.03% 320

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Congress Wealth Management's SLB Position: Q2 2025 in Review

Congress Wealth Management increased its SLB Ltd (SLB) stake by 44% in Q2 2025, buying an estimated $517K and bringing the position to 48,482 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #592.

Congress Wealth Management first reported a position in SLB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Congress Wealth Management held 48,482 shares of SLB Ltd worth $1.64M as of Q2 2025.
  • Congress Wealth Management bought 14,892 SLB Ltd shares in Q2 2025, an estimated $517K.
  • SLB Ltd made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #592 holding.
  • Congress Wealth Management first reported a position in SLB Ltd in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's SLB Ltd position peaked at $1.8M in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.