Institute for Wealth Management’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $297K | Sell |
6,387
-10,126
| -61% | -$543K | 0.03% | 428 |
|
|
2026
Q1 | $849K | Sell |
16,513
-100
| -0.6% | -$4.85K | 0.09% | 224 |
|
|
2025
Q4 | $638K | Buy |
16,613
+8,826
| +113% | +$320K | 0.07% | 258 |
|
|
2025
Q3 | $268K | Buy |
7,787
+819
| +12% | +$28.5K | 0.03% | 485 |
|
|
2025
Q2 | $236K | Sell |
6,968
-69
| -1% | -$2.39K | 0.03% | 501 |
|
|
2025
Q1 | $294K | Buy |
7,037
+119
| +2% | +$4.88K | 0.04% | 415 |
|
|
2024
Q4 | $265K | Buy |
6,918
+55
| +0.8% | +$2.31K | 0.03% | 425 |
|
|
2024
Q3 | $288K | Hold |
6,863
| – | – | 0.04% | 422 |
|
|
2024
Q2 | $324K | Sell |
6,863
-299
| -4% | -$14.4K | 0.04% | 375 |
|
|
2024
Q1 | $393K | Sell |
7,162
-16
| -0.2% | -$807 | 0.05% | 331 |
|
|
2023
Q4 | $374K | Sell |
7,178
-893
| -11% | -$48.5K | 0.06% | 327 |
|
|
2023
Q3 | $471K | Buy |
8,071
+16
| +0.2% | +$928 | 0.08% | 271 |
|
|
2023
Q2 | $396K | Sell |
8,055
-130
| -2% | -$6.2K | 0.07% | 306 |
|
|
2023
Q1 | $402K | Sell |
8,185
-68
| -0.8% | -$3.61K | 0.08% | 295 |
|
|
2022
Q4 | $441K | Buy |
8,253
+259
| +3% | +$12.9K | 0.09% | 283 |
|
|
2022
Q3 | $287K | Sell |
7,994
-1
| -0% | -$36 | 0.06% | 345 |
|
|
2022
Q2 | $286K | Hold |
7,995
| – | – | 0.06% | 403 |
|
|
2022
Q1 | $330K | Hold |
7,995
| – | – | 0.05% | 401 |
|
|
2021
Q4 | $239K | Sell |
7,995
-140
| -2% | -$4.41K | 0.04% | 428 |
|
|
2021
Q3 | $241K | Buy |
8,135
+1
| +0% | +$29 | 0.04% | 423 |
|
|
2021
Q2 | $260K | Sell |
8,134
-3
| -0% | -$92 | 0.05% | 408 |
|
|
2021
Q1 | $221K | Buy |
+8,137
| New | +$214K | 0.04% | 424 |
|
|
2020
Q4 | – | Sell |
-16,494
| Closed | -$257K | – | 454 |
|
|
2020
Q3 | $257K | Sell |
16,494
-9,722
| -37% | -$181K | 0.06% | 350 |
|
|
2020
Q2 | $482K | Buy |
26,216
+4,082
| +18% | +$71.5K | 0.12% | 240 |
|
|
2020
Q1 | $299K | Buy |
22,134
+260
| +1% | +$7.52K | 0.09% | 277 |
|
|
2019
Q4 | $879K | Buy |
21,874
+1,487
| +7% | +$53.1K | 0.2% | 149 |
|
|
2019
Q3 | $697K | Buy |
20,387
+3,878
| +23% | +$142K | 0.18% | 172 |
|
|
2019
Q2 | $656K | Buy |
16,509
+757
| +5% | +$30.5K | 0.15% | 211 |
|
|
2019
Q1 | $686K | Buy |
+15,752
| New | +$681K | 0.15% | 187 |
|
|
2018
Q4 | – | Sell |
-17,079
| Closed | -$1.03M | – | 334 |
|
|
2018
Q3 | $1.03M | Sell |
17,079
-1,199
| -7% | -$77.2K | 0.35% | 99 |
|
|
2018
Q2 | $1.21M | Buy |
18,278
+395
| +2% | +$27.1K | 0.39% | 88 |
|
|
2018
Q1 | $1.22M | Sell |
17,883
-1,147
| -6% | -$80.1K | 0.36% | 94 |
|
|
2017
Q4 | $1.28M | Buy |
19,030
+2,339
| +14% | +$152K | 0.29% | 107 |
|
|
2017
Q3 | $1.16M | Buy |
16,691
+400
| +2% | +$26.4K | 0.38% | 87 |
|
|
2017
Q2 | $1.08M | Buy |
+16,291
| New | +$1.17M | 0.3% | 99 |
|
Other funds holding SLB
Institute for Wealth Management's SLB Position: Q2 2026 in Review
Institute for Wealth Management reduced its SLB Ltd (SLB) stake by 61% in Q2 2026, selling an estimated $543K and leaving 6,387 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #428.
Institute for Wealth Management first reported a position in SLB in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.28M in Q4 2017. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.
- Institute for Wealth Management held 6,387 shares of SLB Ltd worth $297K as of Q2 2026.
- Institute for Wealth Management sold 10,126 SLB Ltd shares in Q2 2026, an estimated $543K.
- SLB Ltd made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #428 holding.
- Institute for Wealth Management first reported a position in SLB Ltd in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's SLB Ltd position peaked at $1.28M in Q4 2017.
- 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.