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	–	880
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return