Francis Financial’s SLB Ltd SLB Stock Holding History

Francis Financial’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	$314K	Buy	6,102 +103	+2%	+$5K	0.06%	85
2025 Q4	$230K	Sell	5,999 -301	-5%	-$10.9K	0.05%	98
2025 Q3	$232K	Buy	6,300 +38	+0.6%	+$1.32K	0.04%	119
2025 Q2	$212K	Sell	6,262 -1,566	-20%	-$54.3K	0.05%	91
2025 Q1	$327K	Sell	7,828 -321	-4%	-$13.2K	0.08%	68
2024 Q4	$294K	Buy	8,149 +800	+11%	+$33.6K	0.07%	75
2024 Q3	$308K	Sell	7,349 -273	-4%	-$12.2K	0.08%	74
2024 Q2	$360K	Buy	7,622 +252	+3%	+$12.2K	0.11%	58
2024 Q1	$404K	Buy	7,370 +173	+2%	+$8.72K	0.13%	48
2023 Q4	$375K	Hold	7,197	–	–	0.16%	42
2023 Q3	$420K	Hold	7,197	–	–	0.22%	34
2023 Q2	$354K	Hold	7,197	–	–	0.19%	37
2023 Q1	$353K	Hold	7,197	–	–	0.24%	36
2022 Q4	$385K	Hold	7,197	–	–	0.36%	29
2022 Q3	$258K	Hold	7,197	–	–	0.26%	29
2022 Q2	$260K	Buy	+7,197	New	+$300K	0.23%	34

Other funds holding SLB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Francis Financial's SLB Position: Q1 2026 in Review

Francis Financial increased its SLB Ltd (SLB) stake by 1.7% in Q1 2026, buying an estimated $5K and bringing the position to 6,102 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #85.

Francis Financial first reported a position in SLB in Q2 2022 and has held it in 16 quarters since. The position peaked at $420K in Q3 2023. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Francis Financial held 6,102 shares of SLB Ltd worth $314K as of Q1 2026.
Francis Financial bought 103 SLB Ltd shares in Q1 2026, an estimated $5K.
SLB Ltd made up 0.06% of Francis Financial's portfolio in Q1 2026, its #85 holding.
Francis Financial first reported a position in SLB Ltd in Q2 2022 and has held it in 16 quarters since.
Francis Financial's SLB Ltd position peaked at $420K in Q3 2023.
1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.