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Copia Wealth Management’s SLB Ltd SLB Stock Holding History

Copia 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
2026
Q2 		$2.46K Hold
53
– – ﹤0.01% 447
2026
Q1 		$2.72K Hold
53
– – ﹤0.01% 413
2025
Q4 		$2.03K Hold
53
– – ﹤0.01% 437
2025
Q3 		$1.82K Buy
53
+8
+18% +$278 ﹤0.01% 411
2025
Q2 		$1.52K Sell
45
-45
-50% -$1.56K ﹤0.01% 406
2025
Q1 		$3.76K Hold
90
– – ﹤0.01% 357
2024
Q4 		$3.45K Buy
+90
New +$3.78K ﹤0.01% 338

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

Copia Wealth Management's SLB Position: Q2 2026 in Review

Copia Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 53 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Copia Wealth Management first reported a position in SLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.76K in Q1 2025. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Copia Wealth Management held 53 shares of SLB Ltd worth $2.46K as of Q2 2026.
  • Copia Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Copia Wealth Management first reported a position in SLB Ltd in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's SLB Ltd position peaked at $3.76K in Q1 2025.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.