Financial Consulate’s SLB Ltd SLB Stock Holding History

Financial Consulate’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	$106K	Buy	2,070 +65	+3%	+$3.15K	0.01%	209
2025 Q4	$77K	Sell	2,005 -1,127	-36%	-$40.9K	0.01%	265
2025 Q3	$108K	Buy	+3,132	New	+$109K	0.02%	221
2018 Q4	–	Sell	-3,822	Closed	-$233K	–	117
2018 Q3	$233K	Hold	3,822	–	–	0.13%	110
2018 Q2	$256K	Hold	3,822	–	–	0.13%	97
2018 Q1	$248K	Hold	3,822	–	–	0.13%	93
2017 Q4	$258K	Hold	3,822	–	–	0.13%	85
2017 Q3	$267K	Sell	3,822 -500	-12%	-$33.1K	0.15%	85
2017 Q2	$285K	Sell	4,322 -400	-8%	-$28.7K	0.17%	76
2017 Q1	$369K	Sell	4,722 -600	-11%	-$49.1K	0.24%	63
2016 Q4	$447K	Hold	5,322	–	–	0.32%	53
2016 Q3	$419K	Sell	5,322 -11	-0.2%	-$873	0.37%	41
2016 Q2	$422K	Hold	5,333	–	–	0.32%	41
2016 Q1	$393K	Hold	5,333	–	–	0.27%	48
2015 Q4	$372K	Sell	5,333 -295	-5%	-$22.1K	0.26%	48
2015 Q3	$388K	Buy	5,628 +200	+4%	+$15.8K	0.34%	43
2015 Q2	$468K	Hold	5,428	–	–	0.35%	39
2015 Q1	$453K	Hold	5,428	–	–	0.38%	40
2014 Q4	$464K	Buy	+5,428	New	+$499K	0.31%	41

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

Financial Consulate's SLB Position: Q1 2026 in Review

Financial Consulate increased its SLB Ltd (SLB) stake by 3.2% in Q1 2026, buying an estimated $3.15K and bringing the position to 2,070 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #209.

Financial Consulate first reported a position in SLB in Q4 2014 and has held it in 19 quarters since. The position peaked at $468K in Q2 2015. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Financial Consulate held 2,070 shares of SLB Ltd worth $106K as of Q1 2026.
Financial Consulate bought 65 SLB Ltd shares in Q1 2026, an estimated $3.15K.
SLB Ltd made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #209 holding.
Financial Consulate first reported a position in SLB Ltd in Q4 2014 and has held it in 19 quarters since.
Financial Consulate's SLB Ltd position peaked at $468K in Q2 2015.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.