EWM
SLB icon

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
Q2 		$25.4K Hold
514
– – ﹤0.01% 423
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evermay Wealth Management's SLB Position: Q2 2026 in Review

Evermay Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 514 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Evermay Wealth Management first reported a position in SLB in Q2 2014 and has held it in 15 quarters since. The position peaked at $225K in Q2 2014. 1,697 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Evermay Wealth Management held 514 shares of SLB Ltd worth $25.4K as of Q2 2026.
  • Evermay Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Evermay Wealth Management first reported a position in SLB Ltd in Q2 2014 and has held it in 15 quarters since.
  • Evermay Wealth Management's SLB Ltd position peaked at $225K in Q2 2014.
  • 1,697 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.