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Keudell/Morrison Wealth Management’s SLB Ltd SLB Stock Holding History

Keudell/Morrison 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 		$208K Hold
4,484
– – 0.04% 247
2026
Q1 		$230K Buy
+4,484
New +$218K 0.05% 215
2025
Q2 		– Sell
-5,156
Closed -$216K – 243
2025
Q1 		$216K Buy
+5,156
New +$211K 0.05% 199
2021
Q4 		– Sell
-10,923
Closed -$324K – 198
2021
Q3 		$324K Buy
10,923
+200
+2% +$5.73K 0.14% 128
2021
Q2 		$343K Buy
10,723
+183
+2% +$5.62K 0.19% 127
2021
Q1 		$287K Sell
10,540
-644
-6% -$17K 0.17% 132
2020
Q4 		$244K Sell
11,184
-238
-2% -$4.49K 0.15% 139
2020
Q3 		$178K Sell
11,422
-7,336
-39% -$136K 0.11% 139
2020
Q2 		$345K Buy
18,758
+181
+1% +$3.17K 0.29% 99
2020
Q1 		$251K Buy
18,577
+955
+5% +$27.6K 0.25% 114
2019
Q4 		$708K Buy
17,622
+1,778
+11% +$63.5K 0.49% 66
2019
Q3 		$541K Sell
15,844
-187
-1% -$6.83K 0.45% 71
2019
Q2 		$557K Buy
16,031
+1,318
+9% +$53.1K 0.49% 68
2019
Q1 		$641K Buy
+14,713
New +$636K 0.56% 61

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

Keudell/Morrison Wealth Management's SLB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 4,484 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #247.

Keudell/Morrison Wealth Management first reported a position in SLB in Q1 2019 and has held it in 14 quarters since. The position peaked at $708K in Q4 2019. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,484 shares of SLB Ltd worth $208K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Keudell/Morrison Wealth Management first reported a position in SLB Ltd in Q1 2019 and has held it in 14 quarters since.
  • Keudell/Morrison Wealth Management's SLB Ltd position peaked at $708K in Q4 2019.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.