EFS
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Essex Financial Services’s SLB Ltd SLB Stock Holding History

Essex Financial Services’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
Q1 		$573K Sell
11,159
-860
-7% -$41.7K 0.03% 423
2025
Q4 		$461K Sell
12,019
-842
-7% -$30.5K 0.03% 460
2025
Q3 		$442K Buy
12,861
+966
+8% +$33.6K 0.03% 457
2025
Q2 		$402K Sell
11,895
-1,134
-9% -$39.3K 0.03% 457
2025
Q1 		$545K Sell
13,029
-461
-3% -$18.9K 0.04% 362
2024
Q4 		$517K Buy
13,490
+1,333
+11% +$56K 0.04% 373
2024
Q3 		$510K Sell
12,157
-1,128
-8% -$50.2K 0.04% 374
2024
Q2 		$580K Buy
13,285
+1,415
+12% +$68.3K 0.04% 344
2024
Q1 		$651K Sell
11,870
-997
-8% -$50.3K 0.06% 278
2023
Q4 		$670K Sell
12,867
-92
-0.7% -$5K 0.07% 249
2023
Q3 		$755K Buy
12,959
+358
+3% +$20.8K 0.09% 217
2023
Q2 		$619K Sell
12,601
-17,430
-58% -$831K 0.07% 247
2023
Q1 		$1.47M Sell
30,031
-3,047
-9% -$162K 0.16% 136
2022
Q4 		$1.77M Buy
33,078
+95
+0.3% +$4.73K 0.19% 116
2022
Q3 		$1.18M Sell
32,983
-3,121
-9% -$113K 0.14% 145
2022
Q2 		$1.29M Sell
36,104
-7,271
-17% -$303K 0.14% 140
2022
Q1 		$1.79M Buy
43,375
+12,174
+39% +$477K 0.17% 126
2021
Q4 		$934K Sell
31,201
-9,895
-24% -$312K 0.09% 207
2021
Q3 		$1.22M Sell
41,096
-41,252
-50% -$1.18M 0.14% 158
2021
Q2 		$2.64M Buy
+82,348
New +$2.53M 0.38% 58
2020
Q2 		– Sell
-10,760
Closed -$145K – 263
2020
Q1 		$145K Sell
10,760
-1,741
-14% -$50.4K 0.05% 232
2019
Q4 		$503K Sell
12,501
-904
-7% -$32.3K 0.14% 148
2019
Q3 		$458K Sell
13,405
-2,545
-16% -$93K 0.15% 143
2019
Q2 		$634K Buy
15,950
+249
+2% +$10K 0.19% 114
2019
Q1 		$684K Sell
15,701
-3,653
-19% -$158K 0.21% 104
2018
Q4 		$698K Sell
19,354
-6,322
-25% -$312K 0.21% 99
2018
Q3 		$1.56M Buy
25,676
+5,586
+28% +$360K 0.34% 76
2018
Q2 		$1.35M Buy
20,090
+1,693
+9% +$116K 0.32% 76
2018
Q1 		$1.19M Sell
18,397
-1,873
-9% -$131K 0.23% 104
2017
Q4 		$1.37M Sell
20,270
-1,932
-9% -$125K 0.32% 76
2017
Q3 		$1.55M Buy
22,202
+646
+3% +$42.7K 0.38% 70
2017
Q2 		$1.42M Sell
21,556
-6,724
-24% -$482K 0.3% 88
2017
Q1 		$2.21M Buy
28,280
+260
+0.9% +$21.3K 0.51% 50
2016
Q4 		$2.35M Buy
28,020
+1,865
+7% +$153K 0.5% 51
2016
Q3 		$2.06M Sell
26,155
-160
-0.6% -$12.7K 0.49% 53
2016
Q2 		$2.08M Buy
26,315
+516
+2% +$39.6K 0.5% 51
2016
Q1 		$1.9M Sell
25,799
-460
-2% -$32.3K 0.47% 54
2015
Q4 		$1.83M Sell
26,259
-6,290
-19% -$471K 0.44% 63
2015
Q3 		$2.25M Buy
32,549
+821
+3% +$65K 0.58% 46
2015
Q2 		$2.73M Sell
31,728
-359
-1% -$32.4K 0.7% 41
2015
Q1 		$2.68M Buy
32,087
+1,358
+4% +$113K 0.69% 40
2014
Q4 		$2.63M Buy
30,729
+2,346
+8% +$216K 0.68% 40
2014
Q3 		$2.89M Buy
28,383
+678
+2% +$73.9K 0.86% 29
2014
Q2 		$3.27M Sell
27,705
-262
-0.9% -$27K 0.98% 20
2014
Q1 		$2.73M Buy
27,967
+500
+2% +$45.2K 0.89% 25
2013
Q4 		$2.48M Buy
27,467
+2,490
+10% +$225K 0.84% 28
2013
Q3 		$2.21K Sell
24,977
-1,884
-7% -$155K 0.69% 33
2013
Q2 		$1.93M Buy
+26,861
New +$1.99M 0.67% 35

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's SLB Position: Q1 2026 in Review

Essex Financial Services reduced its SLB Ltd (SLB) stake by 7.2% in Q1 2026, selling an estimated $41.7K and leaving 11,159 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #423.

Essex Financial Services first reported a position in SLB in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.27M in Q2 2014. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Essex Financial Services held 11,159 shares of SLB Ltd worth $573K as of Q1 2026.
  • Essex Financial Services sold 860 SLB Ltd shares in Q1 2026, an estimated $41.7K.
  • SLB Ltd made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #423 holding.
  • Essex Financial Services first reported a position in SLB Ltd in Q2 2013 and has held it in 48 quarters since.
  • Essex Financial Services's SLB Ltd position peaked at $3.27M in Q2 2014.
  • 1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.