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Heritage Wealth Management (Texas)’s SLB Ltd SLB Stock Holding History

Heritage Wealth Management (Texas)’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 		$418K Sell
8,130
-4,041
-33% -$196K 0.18% 24
2025
Q4 		$467K Buy
12,171
+895
+8% +$32.4K 0.2% 25
2025
Q3 		$388K Sell
11,276
-3,554
-24% -$124K 0.17% 27
2025
Q2 		$501K Buy
14,830
+94
+0.6% +$3.26K 0.25% 23
2025
Q1 		$616K Buy
14,736
+318
+2% +$13K 0.36% 19
2024
Q4 		$553K Sell
14,418
-1,709
-11% -$71.7K 0.33% 20
2024
Q3 		$677K Buy
16,127
+375
+2% +$16.7K 0.39% 17
2024
Q2 		$743K Buy
15,752
+39
+0.2% +$1.88K 0.46% 17
2024
Q1 		$861K Sell
15,713
-108
-0.7% -$5.44K 0.56% 19
2023
Q4 		$823K Sell
15,821
-865
-5% -$47K 0.58% 18
2023
Q3 		$973K Buy
16,686
+59
+0.4% +$3.42K 0.88% 13
2023
Q2 		$817K Sell
16,627
-316
-2% -$15.1K 0.72% 13
2023
Q1 		$832K Buy
16,943
+439
+3% +$23.3K 0.8% 12
2022
Q4 		$882K Buy
+16,504
New +$822K 0.9% 13

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

Heritage Wealth Management (Texas)'s SLB Position: Q1 2026 in Review

Heritage Wealth Management (Texas) reduced its SLB Ltd (SLB) stake by 33% in Q1 2026, selling an estimated $196K and leaving 8,130 shares worth $418K. The position accounts for 0.18% of the portfolio, ranked #24.

Heritage Wealth Management (Texas) first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. The position peaked at $973K in Q3 2023. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Heritage Wealth Management (Texas) held 8,130 shares of SLB Ltd worth $418K as of Q1 2026.
  • Heritage Wealth Management (Texas) sold 4,041 SLB Ltd shares in Q1 2026, an estimated $196K.
  • SLB Ltd made up 0.18% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #24 holding.
  • Heritage Wealth Management (Texas) first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
  • Heritage Wealth Management (Texas)'s SLB Ltd position peaked at $973K in Q3 2023.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.