Evermay Wealth Management’s SLB Ltd SLB Stock Holding History

Evermay Wealth 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	$26.6K	Hold	514	–	–	﹤0.01%	369
2025 Q4	$19.9K	Hold	514	–	–	﹤0.01%	390
2025 Q3	$17.8K	Sell	514 -200	-28%	-$6.96K	﹤0.01%	399
2025 Q2	$24.3K	Buy	714 +200	+39%	+$6.94K	﹤0.01%	379
2025 Q1	$21.6K	Buy	514 +500	+3,571%	+$20.5K	﹤0.01%	382
2024 Q4	$537	Hold	14	–	–	﹤0.01%	537
2024 Q3	$588	Hold	14	–	–	﹤0.01%	567
2024 Q2	$661	Hold	14	–	–	﹤0.01%	573
2024 Q1	$768	Sell	14 -13	-48%	-$655	﹤0.01%	571
2023 Q4	$1.41K	Buy	27 +13	+93%	+$707	﹤0.01%	537
2023 Q3	$817	Buy	+14	New	+$812	﹤0.01%	534
2021 Q3	–	Sell	-1,452	Closed	-$46K	–	520
2021 Q2	$46K	Buy	+1,452	New	+$44.6K	0.01%	297
2018 Q1	–	Sell	-3,224	Closed	-$217K	–	147
2017 Q4	$217K	Buy	+3,224	New	+$209K	0.08%	129
2014 Q3	–	Sell	-450	Closed	-$225K	–	82
2014 Q2	$225K	Buy	+450	New	+$46.4K	0.19%	74

Other funds holding SLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evermay Wealth Management's SLB Position: Q1 2026 in Review

Evermay Wealth Management held its SLB Ltd (SLB) position steady in Q1 2026 at 514 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Evermay Wealth Management first reported a position in SLB in Q2 2014 and has held it in 14 quarters since. The position peaked at $225K in Q2 2014. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Evermay Wealth Management held 514 shares of SLB Ltd worth $26.6K as of Q1 2026.
Evermay Wealth Management left its SLB Ltd share count unchanged in Q1 2026.
SLB Ltd made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #369 holding.
Evermay Wealth Management first reported a position in SLB Ltd in Q2 2014 and has held it in 14 quarters since.
Evermay Wealth Management's SLB Ltd position peaked at $225K in Q2 2014.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.