Donaldson Capital Management’s SLB Ltd SLB Stock Holding History

Donaldson Capital 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	$457K	Buy	+9,830	New	+$527K	0.01%	223
2015 Q2	–	Sell	-2,776	Closed	-$232K	–	151
2015 Q1	$232K	Buy	2,776 +351	+14%	+$29.2K	0.03%	127
2014 Q4	$207K	Sell	2,425 -18,684	-89%	-$1.72M	0.03%	144
2014 Q3	$2.15M	Sell	21,109 -101	-0.5%	-$11K	0.34%	43
2014 Q2	$2.5M	Buy	21,210 +1,035	+5%	+$107K	0.4%	42
2014 Q1	$1.97M	Buy	20,175 +25	+0.1%	+$2.26K	0.36%	44
2013 Q4	$1.82M	Buy	20,150 +7,275	+57%	+$657K	0.35%	46
2013 Q3	$1.14M	Sell	12,875 -50	-0.4%	-$4.11K	0.24%	51
2013 Q2	$926K	Buy	+12,925	New	+$957K	0.21%	55

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Donaldson Capital Management's SLB Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in SLB Ltd (SLB) in Q2 2026: 9,830 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in SLB as recently as Q1 2015.

Donaldson Capital Management first reported a position in SLB in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.5M in Q2 2014. 1,699 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Donaldson Capital Management held 9,830 shares of SLB Ltd worth $457K as of Q2 2026.
SLB Ltd was a new Donaldson Capital Management position in Q2 2026.
SLB Ltd made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #223 holding.
Donaldson Capital Management first reported a position in SLB Ltd in Q2 2013 and has held it in 9 quarters since.
Donaldson Capital Management's SLB Ltd position peaked at $2.5M in Q2 2014.
1,699 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.