KW Wealth Management’s SLB Ltd SLB Stock Holding History

KW 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	–	Sell	-7,306	Closed	-$280K	–	50
2025 Q4	$280K	Buy	7,306 +268	+4%	+$9.71K	0.43%	57
2025 Q3	$242K	Buy	+7,038	New	+$245K	0.41%	62

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KW Wealth Management sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 7,306 shares — an estimated $280K sold.

KW Wealth Management first reported a position in SLB in Q3 2025 and held it in 2 quarters. The position peaked at $280K in Q4 2025. 1,695 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

KW Wealth Management reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 7,306 SLB Ltd shares in Q1 2026, an estimated $280K.
KW Wealth Management first reported a position in SLB Ltd in Q3 2025 and held it in 2 quarters.
KW Wealth Management's SLB Ltd position peaked at $280K in Q4 2025.
1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.