Forvis Mazars Wealth Advisors’s SLB Ltd SLB Stock Holding History

Forvis Mazars Wealth Advisors’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
2025 Q3	–	Sell	-5,971	Closed	-$202K	–	413
2025 Q2	$202K	Buy	5,971 +819	+16%	+$28.4K	﹤0.01%	390
2025 Q1	$215K	Sell	5,152 -1,893	-27%	-$77.6K	0.01%	377
2024 Q4	$270K	Sell	7,045 -46	-0.6%	-$1.93K	0.01%	383
2024 Q3	$297K	Sell	7,091 -96	-1%	-$4.27K	0.01%	383
2024 Q2	$339K	Sell	7,187 -292	-4%	-$14.1K	0.01%	339
2024 Q1	$410K	Sell	7,479 -717	-9%	-$36.1K	0.01%	314
2023 Q4	$427K	Sell	8,196 -585	-7%	-$31.8K	0.01%	297
2023 Q3	$512K	Sell	8,781 -561	-6%	-$32.5K	0.02%	271
2023 Q2	$459K	Buy	9,342 +133	+1%	+$6.34K	0.01%	302
2023 Q1	$452K	Sell	9,209 -766	-8%	-$40.7K	0.01%	278
2022 Q4	$533K	Buy	9,975 +203	+2%	+$10.1K	0.02%	256
2022 Q3	$351K	Buy	9,772 +152	+2%	+$5.51K	0.01%	299
2022 Q2	$344K	Buy	9,620 +679	+8%	+$28.3K	0.01%	297
2022 Q1	$369K	Sell	8,941 -206	-2%	-$8.07K	0.02%	214
2021 Q4	$274K	Buy	+9,147	New	+$288K	0.01%	242
2021 Q3	–	Sell	-6,759	Closed	-$216K	–	276
2021 Q2	$216K	Buy	+6,759	New	+$208K	0.01%	251
2021 Q1	–	Sell	-20,914	Closed	-$457K	–	343
2020 Q4	$457K	Sell	20,914 -11,390	-35%	-$215K	0.02%	240
2020 Q3	$503K	Sell	32,304 -484	-1%	-$9K	0.03%	206
2020 Q2	$603K	Buy	32,788 +1,959	+6%	+$34.3K	0.04%	171
2020 Q1	$416K	Sell	30,829 -3,218	-9%	-$93.1K	0.03%	191
2019 Q4	$1.37M	Sell	34,047 -29,096	-46%	-$1.04M	0.1%	106
2019 Q3	$2.16M	Buy	63,143 +4,551	+8%	+$166K	0.17%	76
2019 Q2	$2.33M	Buy	58,592 +6,303	+12%	+$254K	0.19%	70
2019 Q1	$2.28M	Buy	52,289 +25,671	+96%	+$1.11M	0.19%	70
2018 Q4	$960K	Sell	26,618 -23,658	-47%	-$1.17M	0.1%	95
2018 Q3	$3.06M	Sell	50,276 -1,502	-3%	-$96.7K	0.27%	47
2018 Q2	$3.47M	Buy	51,778 +4,227	+9%	+$290K	0.34%	41
2018 Q1	$3.08M	Buy	47,551 +6,594	+16%	+$461K	0.31%	45
2017 Q4	$2.76M	Buy	40,957 +2,028	+5%	+$131K	0.28%	48
2017 Q3	$2.72M	Buy	38,929 +4,585	+13%	+$303K	0.3%	46
2017 Q2	$2.26M	Buy	34,344 +2,898	+9%	+$208K	0.26%	58
2017 Q1	$2.46M	Sell	31,446 -1,044	-3%	-$85.4K	0.3%	47
2016 Q4	$2.73M	Buy	32,490 +195	+0.6%	+$16K	0.36%	41
2016 Q3	$2.54M	Buy	32,295 +552	+2%	+$43.8K	0.35%	42
2016 Q2	$2.51M	Sell	31,743 -593	-2%	-$45.5K	0.37%	43
2016 Q1	$2.38M	Buy	32,336 +799	+3%	+$56.2K	0.38%	38
2015 Q4	$2.2M	Sell	31,537 -818	-3%	-$61.2K	0.33%	38
2015 Q3	$2.23M	Sell	32,355 -353	-1%	-$27.9K	0.39%	33
2015 Q2	$2.82M	Buy	32,708 +149	+0.5%	+$13.4K	0.42%	31
2015 Q1	$2.72M	Buy	32,559 +3,081	+10%	+$256K	0.39%	36
2014 Q4	$2.52M	Buy	29,478 +2,429	+9%	+$223K	0.41%	37
2014 Q3	$2.75M	Sell	27,049 -128	-0.5%	-$14K	0.48%	31
2014 Q2	$3.21M	Sell	27,177 -1,876	-6%	-$193K	0.55%	24
2014 Q1	$2.84M	Buy	29,053 +591	+2%	+$53.5K	0.5%	33
2013 Q4	$2.56M	Sell	28,462 -1,081	-4%	-$97.6K	0.48%	38
2013 Q3	$2.61M	Sell	29,543 -599	-2%	-$49.2K	0.54%	32
2013 Q2	$2.16M	Buy	+30,142	New	+$2.23M	1.71%	19

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SLB Position: Q3 2025 in Review

Forvis Mazars Wealth Advisors sold out of SLB Ltd (SLB) in Q3 2025, closing a stake of 5,971 shares — an estimated $202K sold.

Forvis Mazars Wealth Advisors first reported a position in SLB in Q2 2013 and held it in 47 quarters. The position peaked at $3.47M in Q2 2018. 1,489 funds tracked by Wall St. Rank hold SLB as of Q3 2025.

Forvis Mazars Wealth Advisors reported no remaining SLB Ltd position as of Q3 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 5,971 SLB Ltd shares in Q3 2025, an estimated $202K.
Forvis Mazars Wealth Advisors first reported a position in SLB Ltd in Q2 2013 and held it in 47 quarters.
Forvis Mazars Wealth Advisors's SLB Ltd position peaked at $3.47M in Q2 2018.
1,489 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.