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

Evelyn Partners Investment 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 		$4.25M Buy
82,629
+287
+0.3% +$13.9K 0.12% 83
2025
Q4 		$3.16M Sell
82,342
-3,923
-5% -$142K 0.09% 89
2025
Q3 		$2.96M Sell
86,265
-15,878
-16% -$553K 0.08% 89
2025
Q2 		$3.45M Sell
102,143
-18,399
-15% -$638K 0.11% 83
2025
Q1 		$5.04M Buy
120,542
+8,011
+7% +$328K 0.17% 73
2024
Q4 		$4.31M Buy
+112,531
New +$4.72M 0.14% 78

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's SLB Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its SLB Ltd (SLB) stake by 0.35% in Q1 2026, buying an estimated $13.9K and bringing the position to 82,629 shares worth $4.25M. The position accounts for 0.12% of the portfolio, ranked #83.

Evelyn Partners Investment Management first reported a position in SLB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.04M in Q1 2025. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Evelyn Partners Investment Management held 82,629 shares of SLB Ltd worth $4.25M as of Q1 2026.
  • Evelyn Partners Investment Management bought 287 SLB Ltd shares in Q1 2026, an estimated $13.9K.
  • SLB Ltd made up 0.12% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #83 holding.
  • Evelyn Partners Investment Management first reported a position in SLB Ltd in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's SLB Ltd position peaked at $5.04M in Q1 2025.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

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