PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s SLB Ltd SLB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$4.6K	Hold	99	–	–	﹤0.01%	469
2026 Q1	$5.09K	Sell	99 -1,175	-92%	-$57K	﹤0.01%	431
2025 Q4	$48.9K	Buy	1,274 +365	+40%	+$13.2K	0.01%	304
2025 Q3	$31.3K	Buy	+909	New	+$31.6K	0.01%	334
2025 Q2	–	Sell	-805	Closed	-$33.6K	–	527
2025 Q1	$33.6K	Hold	805	–	–	0.01%	300
2024 Q4	$30.9K	Buy	805 +87	+12%	+$3.65K	0.01%	304
2024 Q3	$30.1K	Buy	+718	New	+$32K	0.02%	261

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SLB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its SLB Ltd (SLB) position steady in Q2 2026 at 99 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.9K in Q4 2025. 967 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 99 shares of SLB Ltd worth $4.6K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its SLB Ltd share count unchanged in Q2 2026.
SLB Ltd made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #469 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SLB Ltd in Q3 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SLB Ltd position peaked at $48.9K in Q4 2025.
967 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.