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 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 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

Jeppson Wealth Management's SLB Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in SLB Ltd (SLB) in Q1 2026: 5,051 shares worth $260K. The stake represents 0.08% of the portfolio and ranks #192 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in SLB as recently as Q1 2025.

Jeppson Wealth Management first reported a position in SLB in Q3 2020 and has held it in 14 quarters since. The position peaked at $376K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Jeppson Wealth Management held 5,051 shares of SLB Ltd worth $260K as of Q1 2026.
SLB Ltd was a new Jeppson Wealth Management position in Q1 2026.
SLB Ltd made up 0.08% of Jeppson Wealth Management's portfolio in Q1 2026, its #192 holding.
Jeppson Wealth Management first reported a position in SLB Ltd in Q3 2020 and has held it in 14 quarters since.
Jeppson Wealth Management's SLB Ltd position peaked at $376K in Q1 2025.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.