EP Wealth Advisors’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1M | Sell |
40,861
-3,112
| -7% | -$151K | 0.01% | 467 |
|
|
2025
Q4 | $1.69M | Buy |
+43,973
| New | +$1.59M | 0.01% | 481 |
|
|
2025
Q2 | $1.17M | Buy |
34,695
+5,178
| +18% | +$180K | 0.01% | 530 |
|
|
2025
Q1 | $1.23M | Buy |
29,517
+247
| +0.8% | +$10.1K | 0.01% | 458 |
|
|
2024
Q4 | $1.12M | Buy |
29,270
+34
| +0.1% | +$1.43K | 0.01% | 471 |
|
|
2024
Q3 | $1.23M | Buy |
29,236
+22,328
| +323% | +$994K | 0.01% | 451 |
|
|
2024
Q2 | $326K | Buy |
6,908
+1,606
| +30% | +$77.5K | ﹤0.01% | 632 |
|
|
2024
Q1 | $291K | Sell |
5,302
-1,221
| -19% | -$61.6K | ﹤0.01% | 636 |
|
|
2023
Q4 | $339K | Buy |
6,523
+2,061
| +46% | +$112K | ﹤0.01% | 581 |
|
|
2023
Q3 | $260K | Sell |
4,462
-28,701
| -87% | -$1.66M | ﹤0.01% | 588 |
|
|
2023
Q2 | $204K | Buy |
+33,163
| New | +$1.58M | ﹤0.01% | 656 |
|
|
2023
Q1 | – | Sell |
-4,001
| Closed | -$214K | – | 696 |
|
|
2022
Q4 | $214K | Buy |
+4,001
| New | +$199K | ﹤0.01% | 539 |
|
|
2019
Q1 | – | Sell |
-6,728
| Closed | -$243K | – | 268 |
|
|
2018
Q4 | $243K | Sell |
6,728
-31,967
| -83% | -$1.58M | 0.02% | 226 |
|
|
2018
Q3 | $2.36M | Buy |
38,695
+45
| +0.1% | +$2.9K | 0.18% | 67 |
|
|
2018
Q2 | $2.59M | Sell |
38,650
-1,994
| -5% | -$137K | 0.24% | 55 |
|
|
2018
Q1 | $2.63M | Buy |
40,644
+34,581
| +570% | +$2.42M | 0.25% | 56 |
|
|
2017
Q4 | $409K | Buy |
+6,063
| New | +$393K | 0.04% | 122 |
|
|
2017
Q2 | – | Sell |
-2,598
| Closed | -$203K | – | 192 |
|
|
2017
Q1 | $203K | Buy |
+2,598
| New | +$212K | 0.03% | 152 |
|
|
2016
Q3 | – | Sell |
-3,067
| Closed | -$243K | – | 144 |
|
|
2016
Q2 | $243K | Sell |
3,067
-123,330
| -98% | -$9.45M | 0.04% | 110 |
|
|
2016
Q1 | $9.32M | Sell |
126,397
-6,293
| -5% | -$443K | 1.43% | 26 |
|
|
2015
Q4 | $9.26M | Buy |
132,690
+20,132
| +18% | +$1.51M | 1.56% | 26 |
|
|
2015
Q3 | $7.76M | Sell |
112,558
-9,521
| -8% | -$754K | 1.48% | 27 |
|
|
2015
Q2 | $10.5M | Buy |
122,079
+4,464
| +4% | +$403K | 1.97% | 22 |
|
|
2015
Q1 | $9.81M | Buy |
117,615
+15,494
| +15% | +$1.29M | 1.85% | 26 |
|
|
2014
Q4 | $8.72M | Buy |
102,121
+3,245
| +3% | +$299K | 1.44% | 28 |
|
|
2014
Q3 | $10.1M | Buy |
98,876
+1,938
| +2% | +$211K | 1.63% | 21 |
|
|
2014
Q2 | $11.4M | Buy |
96,938
+29
| +0% | +$2.99K | 2.66% | 13 |
|
|
2014
Q1 | $9.45M | Buy |
96,909
+3,635
| +4% | +$329K | 2.58% | 19 |
|
|
2013
Q4 | $8.4M | Buy |
93,274
+1,648
| +2% | +$149K | 2.18% | 25 |
|
|
2013
Q3 | $8.1M | Buy |
91,626
+4,450
| +5% | +$366K | 2.54% | 18 |
|
|
2013
Q2 | $6.25M | Buy |
+87,176
| New | +$6.45M | 2.25% | 24 |
|
Other funds holding SLB
VCM
VPM
EP Wealth Advisors's SLB Position: Q1 2026 in Review
EP Wealth Advisors reduced its SLB Ltd (SLB) stake by 7.1% in Q1 2026, selling an estimated $151K and leaving 40,861 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #467.
EP Wealth Advisors first reported a position in SLB in Q2 2013 and has held it in 31 quarters since. The position peaked at $11.4M in Q2 2014. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.
- EP Wealth Advisors held 40,861 shares of SLB Ltd worth $2.1M as of Q1 2026.
- EP Wealth Advisors sold 3,112 SLB Ltd shares in Q1 2026, an estimated $151K.
- SLB Ltd made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #467 holding.
- EP Wealth Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 31 quarters since.
- EP Wealth Advisors's SLB Ltd position peaked at $11.4M in Q2 2014.
- 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.