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Legacy Financial Advisors’s SLB Ltd SLB Stock Holding History

Legacy Financial Advisors’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 		$258K Buy
5,560
+149
+3% +$7.99K 0.03% 375
2026
Q1 		$278K Sell
5,411
-1,251
-19% -$60.7K 0.04% 341
2025
Q4 		$256K Buy
+6,662
New +$241K 0.04% 342
2024
Q2 		– Sell
-4,390
Closed -$241K – 354
2024
Q1 		$241K Buy
4,390
+153
+4% +$7.71K 0.04% 283
2023
Q4 		$220K Buy
4,237
+339
+9% +$18.4K 0.04% 278
2023
Q3 		$227K Buy
+3,898
New +$226K 0.05% 235
2020
Q1 		– Sell
-21,842
Closed -$878K – 110
2019
Q4 		$878K Buy
21,842
+59
+0.3% +$2.11K 0.28% 39
2019
Q3 		$744K Buy
21,783
+5,262
+32% +$192K 0.25% 45
2019
Q2 		$657K Sell
16,521
-1,065
-6% -$42.9K 0.23% 47
2019
Q1 		$766K Buy
17,586
+1,345
+8% +$58.1K 0.26% 40
2018
Q4 		$586K Buy
16,241
+4,313
+36% +$213K 0.23% 45
2018
Q3 		$726K Buy
11,928
+3,331
+39% +$214K 0.26% 38
2018
Q2 		$585K Sell
8,597
-506
-6% -$34.7K 0.22% 41
2018
Q1 		$607K Buy
9,103
+2,018
+28% +$141K 0.24% 40
2017
Q4 		$477K Buy
+7,085
New +$459K 0.2% 48

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

Legacy Financial Advisors's SLB Position: Q2 2026 in Review

Legacy Financial Advisors increased its SLB Ltd (SLB) stake by 2.8% in Q2 2026, buying an estimated $7.99K and bringing the position to 5,560 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #375.

Legacy Financial Advisors first reported a position in SLB in Q4 2017 and has held it in 15 quarters since. The position peaked at $878K in Q4 2019. 1,700 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Legacy Financial Advisors held 5,560 shares of SLB Ltd worth $258K as of Q2 2026.
  • Legacy Financial Advisors bought 149 SLB Ltd shares in Q2 2026, an estimated $7.99K.
  • SLB Ltd made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #375 holding.
  • Legacy Financial Advisors first reported a position in SLB Ltd in Q4 2017 and has held it in 15 quarters since.
  • Legacy Financial Advisors's SLB Ltd position peaked at $878K in Q4 2019.
  • 1,700 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.