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Evelyn Partners Asset Management’s SLB Ltd SLB Stock Holding History

Evelyn Partners Asset 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
Q1 		$13.7K Hold
267
– – ﹤0.01% 239
2025
Q4 		$10.2K Sell
267
-185
-41% -$6.71K ﹤0.01% 233
2025
Q3 		$15.5K Buy
452
+185
+69% +$6.44K ﹤0.01% 204
2025
Q2 		$9.03K Sell
267
-305
-53% -$10.6K ﹤0.01% 196
2025
Q1 		$23.9K Buy
572
+305
+114% +$12.5K 0.01% 175
2024
Q4 		$10.2K Buy
+267
New +$11.2K ﹤0.01% 203

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

Evelyn Partners Asset Management's SLB Position: Q1 2026 in Review

Evelyn Partners Asset Management held its SLB Ltd (SLB) position steady in Q1 2026 at 267 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Evelyn Partners Asset Management first reported a position in SLB in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.9K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Evelyn Partners Asset Management held 267 shares of SLB Ltd worth $13.7K as of Q1 2026.
  • Evelyn Partners Asset Management left its SLB Ltd share count unchanged in Q1 2026.
  • SLB Ltd made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #239 holding.
  • Evelyn Partners Asset Management first reported a position in SLB Ltd in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's SLB Ltd position peaked at $23.9K in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.