Golden State Wealth Management’s SLB Ltd SLB Stock Holding History

Golden State 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 Q1	$52.7K	Hold	1,025	–	–	0.01%	664
2025 Q4	$39.3K	Hold	1,025	–	–	﹤0.01%	744
2025 Q3	$35.2K	Buy	1,025 +105	+11%	+$3.65K	﹤0.01%	763
2025 Q2	$31.1K	Hold	920	–	–	﹤0.01%	762
2025 Q1	$38.5K	Buy	920 +40	+5%	+$1.64K	0.01%	646
2024 Q4	$33.7K	Buy	+880	New	+$36.9K	0.01%	651
2020 Q2	–	Sell	-566	Closed	-$8K	–	775
2020 Q1	$8K	Buy	+566	New	+$16.4K	﹤0.01%	660
2019 Q4	–	Sell	-1,147	Closed	-$39K	–	777
2019 Q3	$39K	Hold	1,147	–	–	0.01%	482
2019 Q2	$45K	Buy	1,147 +860	+300%	+$34.7K	0.01%	483
2019 Q1	$13K	Buy	+287	New	+$12.4K	﹤0.01%	724

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

Golden State Wealth Management's SLB Position: Q1 2026 in Review

Golden State Wealth Management held its SLB Ltd (SLB) position steady in Q1 2026 at 1,025 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #664.

Golden State Wealth Management first reported a position in SLB in Q1 2019 and has held it in 10 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Golden State Wealth Management held 1,025 shares of SLB Ltd worth $52.7K as of Q1 2026.
Golden State Wealth Management left its SLB Ltd share count unchanged in Q1 2026.
SLB Ltd made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #664 holding.
Golden State Wealth Management first reported a position in SLB Ltd in Q1 2019 and has held it in 10 quarters since.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.