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Jeppson Wealth Management’s SLB Ltd SLB Stock Holding History

Jeppson 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 		$237K Buy
5,089
+38
+0.8% +$2.04K 0.07% 214
2026
Q1 		$260K Buy
+5,051
New +$245K 0.08% 192
2025
Q2 		– Sell
-8,985
Closed -$376K – 219
2025
Q1 		$376K Buy
8,985
+2,930
+48% +$120K 0.14% 139
2024
Q4 		$232K Buy
6,055
+1,120
+23% +$47K 0.08% 178
2024
Q3 		$207K Hold
4,935
– – 0.07% 194
2024
Q2 		$233K Hold
4,935
– – 0.09% 176
2024
Q1 		$270K Hold
4,935
– – 0.1% 164
2023
Q4 		$257K Sell
4,935
-100
-2% -$5.43K 0.11% 169
2023
Q3 		$294K Hold
5,035
– – 0.13% 144
2023
Q2 		$247K Sell
5,035
-10
-0.2% -$477 0.11% 163
2023
Q1 		$248K Sell
5,045
-25
-0.5% -$1.33K 0.11% 167
2022
Q4 		$271K Buy
+5,070
New +$252K 0.11% 157
2022
Q2 		– Sell
-5,776
Closed -$238K – 197
2022
Q1 		$238K Buy
+5,776
New +$226K 0.11% 151
2021
Q3 		– Sell
-6,375
Closed -$204K – 157
2021
Q2 		$204K Buy
+6,375
New +$196K 0.11% 143
2020
Q4 		– Sell
-600
Closed -$9K – 386
2020
Q3 		$9K Buy
+600
New +$11.2K 0.01% 402

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

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

Jeppson Wealth Management increased its SLB Ltd (SLB) stake by 0.75% in Q2 2026, buying an estimated $2.04K and bringing the position to 5,089 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #214.

Jeppson Wealth Management first reported a position in SLB in Q3 2020 and has held it in 15 quarters since. The position peaked at $376K in Q1 2025. 1,699 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Jeppson Wealth Management held 5,089 shares of SLB Ltd worth $237K as of Q2 2026.
  • Jeppson Wealth Management bought 38 SLB Ltd shares in Q2 2026, an estimated $2.04K.
  • SLB Ltd made up 0.07% of Jeppson Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Jeppson Wealth Management first reported a position in SLB Ltd in Q3 2020 and has held it in 15 quarters since.
  • Jeppson Wealth Management's SLB Ltd position peaked at $376K in Q1 2025.
  • 1,699 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.