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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
2019
Q4 		– Sell
-9
Closed -$1K – 776
2019
Q3 		$1K Hold
9
– – ﹤0.01% 1039
2019
Q2 		$4K Buy
+9
New +$363 ﹤0.01% 912

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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.