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Forum Financial Management’s SLB Ltd SLB Stock Holding History

Forum Financial 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 		– Sell
-27,572
Closed -$1.06M – 879
2025
Q4 		$1.06M Buy
27,572
+3
+0% +$109 0.01% 237
2025
Q3 		$948K Buy
27,569
+6,321
+30% +$220K 0.01% 251
2025
Q2 		$718K Buy
21,248
+824
+4% +$28.6K 0.01% 294
2025
Q1 		$854K Buy
20,424
+1,351
+7% +$55.4K 0.01% 233
2024
Q4 		$731K Sell
19,073
-344
-2% -$14.4K 0.01% 268
2024
Q3 		$815K Buy
19,417
+329
+2% +$14.6K 0.01% 220
2024
Q2 		$901K Buy
19,088
+157
+0.8% +$7.58K 0.02% 192
2024
Q1 		$1.04M Buy
18,931
+342
+2% +$17.2K 0.02% 188
2023
Q4 		$967K Sell
18,589
-799
-4% -$43.4K 0.02% 170
2023
Q3 		$1.13M Buy
19,388
+34
+0.2% +$1.97K 0.03% 142
2023
Q2 		$951K Sell
19,354
-169
-0.9% -$8.06K 0.02% 166
2023
Q1 		$959K Buy
19,523
+170
+0.9% +$9.03K 0.03% 148
2022
Q4 		$1.03M Buy
19,353
+425
+2% +$21.2K 0.03% 131
2022
Q3 		$680K Hold
18,928
– – 0.03% 163
2022
Q2 		$677K Sell
18,928
-509
-3% -$21.2K 0.03% 175
2022
Q1 		$802K Buy
19,437
+946
+5% +$37.1K 0.04% 160
2021
Q4 		$554K Buy
+18,491
New +$582K 0.03% 221

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Forum Financial Management's SLB Position: Q1 2026 in Review

Forum Financial Management sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 27,572 shares — an estimated $1.06M sold.

Forum Financial Management first reported a position in SLB in Q4 2021 and held it in 17 quarters. The position peaked at $1.13M in Q3 2023. 1,700 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Forum Financial Management reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 27,572 SLB Ltd shares in Q1 2026, an estimated $1.06M.
  • Forum Financial Management first reported a position in SLB Ltd in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's SLB Ltd position peaked at $1.13M in Q3 2023.
  • 1,700 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.