IMA Advisory Services’s SLB Ltd SLB Stock Holding History

IMA Advisory Services’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	$15.5K	Buy	332 +310	+1,409%	+$16.6K	﹤0.01%	668
2026 Q1	$1.13K	Buy	+22	New	+$1.07K	﹤0.01%	757
2018 Q3	–	Sell	-63	Closed	-$4K	–	437
2018 Q2	$4K	Buy	+63	New	+$4.33K	﹤0.01%	359
2015 Q3	–	Sell	-6,565	Closed	-$566K	–	164
2015 Q2	$566K	Sell	6,565 -410	-6%	-$37K	0.27%	83
2015 Q1	$582K	Hold	6,975	–	–	0.28%	82
2014 Q4	$596K	Sell	6,975 -90	-1%	-$8.28K	0.31%	78
2014 Q3	$718K	Buy	7,065 +50	+0.7%	+$5.45K	0.34%	81
2014 Q2	$827K	Hold	7,015	–	–	0.38%	76
2014 Q1	$684K	Hold	7,015	–	–	0.32%	88
2013 Q4	$632K	Sell	7,015 -50	-0.7%	-$4.51K	0.3%	92
2013 Q3	$624K	Hold	7,065	–	–	0.31%	94
2013 Q2	$506K	Buy	+7,065	New	+$523K	0.27%	105

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMA Advisory Services's SLB Position: Q2 2026 in Review

IMA Advisory Services increased its SLB Ltd (SLB) stake by 1,409% in Q2 2026, buying an estimated $16.6K and bringing the position to 332 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

IMA Advisory Services first reported a position in SLB in Q2 2013 and has held it in 12 quarters since. The position peaked at $827K in Q2 2014. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

IMA Advisory Services held 332 shares of SLB Ltd worth $15.5K as of Q2 2026.
IMA Advisory Services bought 310 SLB Ltd shares in Q2 2026, an estimated $16.6K.
SLB Ltd made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #668 holding.
IMA Advisory Services first reported a position in SLB Ltd in Q2 2013 and has held it in 12 quarters since.
IMA Advisory Services's SLB Ltd position peaked at $827K in Q2 2014.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.