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Garton & Associates Financial Advisors’s SLB Ltd SLB Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-4,940
Closed -$190K – 602
2025
Q4 		$190K Buy
+4,940
New +$179K 0.11% 141

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Garton & Associates Financial Advisors's SLB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 4,940 shares — an estimated $190K sold.

Garton & Associates Financial Advisors first reported a position in SLB in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 1,695 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,940 SLB Ltd shares in Q1 2026, an estimated $190K.
  • Garton & Associates Financial Advisors first reported a position in SLB Ltd in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's SLB Ltd position peaked at $190K in Q4 2025.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.