Journey Strategic Wealth’s SLB Ltd SLB Stock Holding History

Journey Strategic Wealth’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	$1.03M	Buy	19,992 +5,395	+37%	+$262K	0.03%	179
2025 Q4	$560K	Sell	14,597 -1,104	-7%	-$40K	0.01%	281
2025 Q3	$540K	Buy	15,701 +2,001	+15%	+$69.6K	0.02%	276
2025 Q2	$463K	Buy	13,700 +5,859	+75%	+$203K	0.02%	307
2025 Q1	$328K	Buy	+7,841	New	+$321K	0.01%	313
2024 Q4	–	Sell	-8,089	Closed	-$339K	–	546
2024 Q3	$339K	Buy	8,089 +681	+9%	+$30.3K	0.01%	301
2024 Q2	$350K	Buy	7,408 +2,220	+43%	+$107K	0.01%	217
2024 Q1	$284K	Buy	5,188 +531	+11%	+$26.8K	0.01%	195
2023 Q4	$242K	Buy	+4,657	New	+$253K	0.01%	173
2023 Q2	–	Sell	-4,384	Closed	-$215K	–	260
2023 Q1	$215K	Buy	+4,384	New	+$233K	0.02%	215

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

Journey Strategic Wealth's SLB Position: Q1 2026 in Review

Journey Strategic Wealth increased its SLB Ltd (SLB) stake by 37% in Q1 2026, buying an estimated $262K and bringing the position to 19,992 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #179.

Journey Strategic Wealth first reported a position in SLB in Q1 2023 and has held it in 10 quarters since. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Journey Strategic Wealth held 19,992 shares of SLB Ltd worth $1.03M as of Q1 2026.
Journey Strategic Wealth bought 5,395 SLB Ltd shares in Q1 2026, an estimated $262K.
SLB Ltd made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #179 holding.
Journey Strategic Wealth first reported a position in SLB Ltd in Q1 2023 and has held it in 10 quarters since.
1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.