Great Valley Advisor Group’s SLB Ltd SLB Stock Holding History

Great Valley Advisor Group’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	$686K	Buy	13,352 +931	+7%	+$45.2K	0.01%	590
2025 Q4	$477K	Sell	12,421 -435	-3%	-$15.8K	0.01%	642
2025 Q3	$442K	Buy	12,856 +175	+1%	+$6.09K	0.01%	659
2025 Q2	$429K	Sell	12,681 -8,516	-40%	-$295K	0.01%	649
2025 Q1	$886K	Sell	21,197 -14,603	-41%	-$598K	0.02%	470
2024 Q4	$1.37M	Buy	35,800 +21,776	+155%	+$914K	0.03%	382
2024 Q3	$588K	Sell	14,024 -6,449	-32%	-$287K	0.01%	525
2024 Q2	$966K	Buy	20,473 +2,386	+13%	+$115K	0.03%	393
2024 Q1	$991K	Buy	18,087 +3,171	+21%	+$160K	0.03%	371
2023 Q4	$776K	Buy	14,916 +9,593	+180%	+$521K	0.03%	379
2023 Q3	$311K	Buy	+5,323	New	+$309K	0.01%	540
2023 Q2	–	Sell	-6,578	Closed	-$323K	–	744
2023 Q1	$323K	Buy	6,578 +751	+13%	+$39.9K	0.02%	523
2022 Q4	$312K	Buy	+5,827	New	+$290K	0.02%	532
2020 Q1	–	Sell	-17,324	Closed	-$697K	–	371
2019 Q4	$697K	Buy	+17,324	New	+$619K	0.16%	174

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

Great Valley Advisor Group's SLB Position: Q1 2026 in Review

Great Valley Advisor Group increased its SLB Ltd (SLB) stake by 7.5% in Q1 2026, buying an estimated $45.2K and bringing the position to 13,352 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #590.

Great Valley Advisor Group first reported a position in SLB in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Great Valley Advisor Group held 13,352 shares of SLB Ltd worth $686K as of Q1 2026.
Great Valley Advisor Group bought 931 SLB Ltd shares in Q1 2026, an estimated $45.2K.
SLB Ltd made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #590 holding.
Great Valley Advisor Group first reported a position in SLB Ltd in Q4 2019 and has held it in 14 quarters since.
Great Valley Advisor Group's SLB Ltd position peaked at $1.37M in Q4 2024.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.