Forza Wealth Management’s SLB Ltd SLB Stock Holding History

Forza Wealth 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 Q2	$567K	Hold	12,186	–	–	0.17%	114
2026 Q1	$626K	Buy	12,186 +1,284	+12%	+$62.3K	0.22%	109
2025 Q4	$418K	Buy	10,902 +1,756	+19%	+$63.7K	0.15%	134
2025 Q3	$314K	Buy	9,146 +789	+9%	+$27.5K	0.12%	156
2025 Q2	$282K	Buy	8,357 +1,983	+31%	+$68.8K	0.12%	163
2025 Q1	$266K	Buy	6,374 +350	+6%	+$14.3K	0.12%	159
2024 Q4	$231K	Buy	6,024 +223	+4%	+$9.36K	0.11%	168
2024 Q3	$243K	Buy	+5,801	New	+$258K	0.11%	164
2024 Q2	–	Sell	-3,776	Closed	-$207K	–	175
2024 Q1	$207K	Buy	+3,776	New	+$190K	0.11%	164
2023 Q4	–	Sell	-3,776	Closed	-$220K	–	184
2023 Q3	$220K	Buy	+3,776	New	+$219K	0.11%	170
2023 Q1	–	Sell	-3,776	Closed	-$202K	–	179
2022 Q4	$202K	Buy	+3,776	New	+$188K	0.13%	139

Other funds holding SLB

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Forza Wealth Management's SLB Position: Q2 2026 in Review

Forza Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 12,186 shares worth $567K. The position accounts for 0.17% of the portfolio, ranked #114.

Forza Wealth Management first reported a position in SLB in Q4 2022 and has held it in 11 quarters since. The position peaked at $626K in Q1 2026. 323 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Forza Wealth Management held 12,186 shares of SLB Ltd worth $567K as of Q2 2026.
Forza Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
SLB Ltd made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #114 holding.
Forza Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 11 quarters since.
Forza Wealth Management's SLB Ltd position peaked at $626K in Q1 2026.
323 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.