HWM
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HighMark Wealth Management’s SLB Ltd SLB Stock Holding History

HighMark 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
Q2 		$3.89K Sell
84
-33
-28% -$1.77K ﹤0.01% 418
2026
Q1 		$6.01K Sell
117
-47
-29% -$2.28K ﹤0.01% 357
2025
Q4 		$6.3K Buy
164
+64
+64% +$2.32K ﹤0.01% 374
2025
Q3 		$3.43K Buy
100
+27
+37% +$940 ﹤0.01% 440
2025
Q2 		$2.46K Sell
73
-4
-5% -$139 ﹤0.01% 471
2025
Q1 		$3.23K Sell
77
-121
-61% -$4.96K ﹤0.01% 415
2024
Q4 		$7.6K Sell
198
-48
-20% -$2.02K ﹤0.01% 332
2024
Q3 		$10.3K Sell
246
-11
-4% -$490 0.01% 291
2024
Q2 		$12.1K Buy
257
+109
+74% +$5.26K 0.01% 251
2024
Q1 		$8.1K Buy
148
+128
+640% +$6.45K 0.01% 315
2023
Q4 		$1.02K Sell
20
-31
-61% -$1.69K ﹤0.01% 508
2023
Q3 		$2.95K Sell
51
-36
-41% -$2.09K ﹤0.01% 416
2023
Q2 		$4.29K Buy
87
+9
+12% +$429 ﹤0.01% 378
2023
Q1 		$3.84K Hold
78
– – ﹤0.01% 437
2022
Q4 		$4.17K Buy
78
+16
+26% +$797 ﹤0.01% 362
2022
Q3 		$2K Buy
+62
New +$2.25K ﹤0.01% 440
2020
Q1 		– Sell
-180
Closed -$7K – 405
2019
Q4 		$7K Buy
+180
New +$6.43K 0.01% 261

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

HighMark Wealth Management's SLB Position: Q2 2026 in Review

HighMark Wealth Management reduced its SLB Ltd (SLB) stake by 28% in Q2 2026, selling an estimated $1.77K and leaving 84 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

HighMark Wealth Management first reported a position in SLB in Q4 2019 and has held it in 17 quarters since. The position peaked at $12.1K in Q2 2024. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • HighMark Wealth Management held 84 shares of SLB Ltd worth $3.89K as of Q2 2026.
  • HighMark Wealth Management sold 33 SLB Ltd shares in Q2 2026, an estimated $1.77K.
  • SLB Ltd made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #418 holding.
  • HighMark Wealth Management first reported a position in SLB Ltd in Q4 2019 and has held it in 17 quarters since.
  • HighMark Wealth Management's SLB Ltd position peaked at $12.1K in Q2 2024.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.