GA
SLB icon

GoalVest Advisory’s SLB Ltd SLB Stock Holding History

GoalVest Advisory’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 		$29.3K Buy
630
+98
+18% +$5.25K 0.01% 268
2026
Q1 		$27.3K Hold
532
– – 0.01% 292
2025
Q4 		$20.4K Buy
+532
New +$19.3K ﹤0.01% 352
2025
Q2 		– Sell
-3
Closed -$125 – 505
2025
Q1 		$125 Buy
+3
New +$123 ﹤0.01% 486
2023
Q4 		– Sell
-12
Closed -$700 – 472
2023
Q3 		$700 Buy
+12
New +$696 ﹤0.01% 449

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

GoalVest Advisory's SLB Position: Q2 2026 in Review

GoalVest Advisory increased its SLB Ltd (SLB) stake by 18% in Q2 2026, buying an estimated $5.25K and bringing the position to 630 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #268.

GoalVest Advisory first reported a position in SLB in Q3 2023 and has held it in 5 quarters since. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • GoalVest Advisory held 630 shares of SLB Ltd worth $29.3K as of Q2 2026.
  • GoalVest Advisory bought 98 SLB Ltd shares in Q2 2026, an estimated $5.25K.
  • SLB Ltd made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #268 holding.
  • GoalVest Advisory first reported a position in SLB Ltd in Q3 2023 and has held it in 5 quarters since.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.