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Evelyn Partners Investment Management Services’s SLB Ltd SLB Stock Holding History

Evelyn Partners Investment Management 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 		$853K Sell
16,607
-3,113
-16% -$151K 0.1% 93
2025
Q4 		$757K Buy
19,720
+1,688
+9% +$61.2K 0.09% 94
2025
Q3 		$620K Sell
18,032
-4,872
-21% -$170K 0.08% 98
2025
Q2 		$774K Buy
22,904
+5,163
+29% +$179K 0.12% 88
2025
Q1 		$742K Buy
17,741
+3,850
+28% +$158K 0.12% 87
2024
Q4 		$533K Buy
+13,891
New +$583K 0.09% 89

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 Investment Management Services's SLB Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its SLB Ltd (SLB) stake by 16% in Q1 2026, selling an estimated $151K and leaving 16,607 shares worth $853K. The position accounts for 0.1% of the portfolio, ranked #93.

Evelyn Partners Investment Management Services first reported a position in SLB in Q4 2024 and has held it in 6 quarters since. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Evelyn Partners Investment Management Services held 16,607 shares of SLB Ltd worth $853K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 3,113 SLB Ltd shares in Q1 2026, an estimated $151K.
  • SLB Ltd made up 0.1% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #93 holding.
  • Evelyn Partners Investment Management Services first reported a position in SLB Ltd in Q4 2024 and has held it in 6 quarters since.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

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