LMFP
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Larry Mathis Financial Planning’s SLB Ltd SLB Stock Holding History

Larry Mathis Financial Planning’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 		$332K Buy
7,140
+84
+1% +$4.5K 0.25% 98
2026
Q1 		$363K Buy
7,056
+436
+7% +$21.2K 0.33% 90
2025
Q4 		$254K Buy
+6,620
New +$240K 0.22% 127

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

Larry Mathis Financial Planning's SLB Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its SLB Ltd (SLB) stake by 1.2% in Q2 2026, buying an estimated $4.5K and bringing the position to 7,140 shares worth $332K. The position accounts for 0.25% of the portfolio, ranked #98.

Larry Mathis Financial Planning first reported a position in SLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 1,685 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Larry Mathis Financial Planning held 7,140 shares of SLB Ltd worth $332K as of Q2 2026.
  • Larry Mathis Financial Planning bought 84 SLB Ltd shares in Q2 2026, an estimated $4.5K.
  • SLB Ltd made up 0.25% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #98 holding.
  • Larry Mathis Financial Planning first reported a position in SLB Ltd in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's SLB Ltd position peaked at $363K in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.