Laidlaw Wealth Management’s SLB Ltd SLB Stock Holding History

Laidlaw 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
2025 Q1	–	Sell	-23,085	Closed	-$885K	–	142
2024 Q4	$885K	Buy	23,085 +305	+1%	+$12.8K	0.39%	70
2024 Q3	$956K	Buy	22,780 +9,970	+78%	+$444K	0.47%	65
2024 Q2	$604K	Sell	12,810 -147	-1%	-$7.09K	0.33%	81
2024 Q1	$710K	Sell	12,957 -2,122	-14%	-$107K	0.4%	75
2023 Q4	$785K	Buy	15,079 +3,211	+27%	+$175K	0.29%	92
2023 Q3	$692K	Sell	11,868 -1,732	-13%	-$100K	0.23%	108
2023 Q2	$668K	Sell	13,600 -1,229	-8%	-$58.6K	0.13%	172
2023 Q1	$728K	Buy	14,829 +5,267	+55%	+$280K	0.15%	159
2022 Q4	$511K	Buy	9,562 +1,428	+18%	+$71.1K	0.11%	194
2022 Q3	$292K	Buy	+8,134	New	+$295K	0.07%	241

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Laidlaw Wealth Management's SLB Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 23,085 shares — an estimated $885K sold.

Laidlaw Wealth Management first reported a position in SLB in Q3 2022 and held it in 10 quarters. The position peaked at $956K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

Laidlaw Wealth Management reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 23,085 SLB Ltd shares in Q1 2025, an estimated $885K.
Laidlaw Wealth Management first reported a position in SLB Ltd in Q3 2022 and held it in 10 quarters.
Laidlaw Wealth Management's SLB Ltd position peaked at $956K in Q3 2024.
1,556 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.