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Cornerstone Planning Group’s SLB Ltd SLB Stock Holding History

Cornerstone Planning Group’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 		$34.5K Sell
725
-151
-17% -$8.09K ﹤0.01% 497
2026
Q1 		$49K Buy
876
+343
+64% +$16.6K 0.01% 410
2025
Q4 		$26.1K Buy
533
+526
+7,514% +$19.1K ﹤0.01% 522
2025
Q3 		$186 Sell
7
-456
-98% -$15.9K ﹤0.01% 1615
2025
Q2 		$15.5K Buy
463
+271
+141% +$9.4K ﹤0.01% 468
2025
Q1 		$6.53K Buy
192
+89
+86% +$3.65K ﹤0.01% 662
2024
Q4 		$4.4K Sell
103
-53
-34% -$2.23K ﹤0.01% 607
2024
Q3 		$6.31K Buy
156
+44
+39% +$1.96K ﹤0.01% 520
2024
Q2 		$4.89K Buy
112
+65
+138% +$3.14K ﹤0.01% 584
2024
Q1 		$2.22K Sell
47
-20
-30% -$1.01K ﹤0.01% 647
2023
Q4 		$3.5K Sell
67
-17
-20% -$924 ﹤0.01% 571
2023
Q3 		$4.91K Buy
84
+38
+83% +$2.2K ﹤0.01% 530
2023
Q2 		$2.27K Buy
+46
New +$2.19K ﹤0.01% 1118
2022
Q4 		$5.11K Buy
+89
New +$4.43K ﹤0.01% 876

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

Cornerstone Planning Group's SLB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its SLB Ltd (SLB) stake by 17% in Q2 2026, selling an estimated $8.09K and leaving 725 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Cornerstone Planning Group first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. The position peaked at $49K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Cornerstone Planning Group held 725 shares of SLB Ltd worth $34.5K as of Q2 2026.
  • Cornerstone Planning Group sold 151 SLB Ltd shares in Q2 2026, an estimated $8.09K.
  • SLB Ltd made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #497 holding.
  • Cornerstone Planning Group first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's SLB Ltd position peaked at $49K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.