Impala Asset Management’s SLB Ltd SLB Stock Holding History

Impala Asset 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 Q1	$8.08M	Buy	+157,284	New	+$7.63M	3.77%	8
2025 Q3	–	Sell	-90,042	Closed	-$3.04M	–	30
2025 Q2	$3.04M	Buy	90,042 +65,042	+260%	+$2.26M	1.93%	16
2025 Q1	$1.04M	Sell	25,000 -145,000	-85%	-$5.94M	0.8%	16
2024 Q4	$6.52M	Buy	170,000 +26,000	+18%	+$1.09M	5.27%	8
2024 Q3	$6.04M	Buy	+144,000	New	+$6.41M	3.67%	8
2022 Q1	–	Sell	-353,617	Closed	-$10.6M	–	46
2021 Q4	$10.6M	Sell	353,617 -373,503	-51%	-$11.8M	0.84%	28
2021 Q3	$21.6M	Buy	727,120 +74,415	+11%	+$2.13M	1.53%	23
2021 Q2	$20.9M	Sell	652,705 -309,651	-32%	-$9.51M	1.39%	25
2021 Q1	$26.2M	Sell	962,356 -487,693	-34%	-$12.8M	1.72%	21
2020 Q4	$31.7M	Buy	+1,450,049	New	+$27.4M	2.85%	8
2016 Q4	–	Sell	-116,072	Closed	-$9.13M	–	74
2016 Q3	$9.13M	Sell	116,072 -176,301	-60%	-$14M	0.6%	28
2016 Q2	$23.1M	Buy	292,373 +137,799	+89%	+$10.6M	1.67%	20
2016 Q1	$11.4M	Buy	+154,574	New	+$10.9M	0.74%	36

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

Impala Asset Management's SLB Position: Q1 2026 in Review

Impala Asset Management opened a new position in SLB Ltd (SLB) in Q1 2026: 157,284 shares worth $8.08M. The stake represents 3.77% of the portfolio and ranks #8 among its holdings. This is a return to the name: Impala Asset Management previously reported a position in SLB as recently as Q2 2025.

Impala Asset Management first reported a position in SLB in Q1 2016 and has held it in 13 quarters since. The position peaked at $31.7M in Q4 2020. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Impala Asset Management held 157,284 shares of SLB Ltd worth $8.08M as of Q1 2026.
SLB Ltd was a new Impala Asset Management position in Q1 2026.
SLB Ltd made up 3.77% of Impala Asset Management's portfolio in Q1 2026, its #8 holding.
Impala Asset Management first reported a position in SLB Ltd in Q1 2016 and has held it in 13 quarters since.
Impala Asset Management's SLB Ltd position peaked at $31.7M in Q4 2020.
1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Impala Asset Management's 13F filing for Q1 2026, filed 13 May 2026.