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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Advisors's SLB Position: Q1 2026 in Review

Legacy Financial Advisors reduced its SLB Ltd (SLB) stake by 19% in Q1 2026, selling an estimated $60.7K and leaving 5,411 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #341.

Legacy Financial Advisors first reported a position in SLB in Q4 2017 and has held it in 14 quarters since. The position peaked at $878K in Q4 2019. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Legacy Financial Advisors held 5,411 shares of SLB Ltd worth $278K as of Q1 2026.
Legacy Financial Advisors sold 1,251 SLB Ltd shares in Q1 2026, an estimated $60.7K.
SLB Ltd made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #341 holding.
Legacy Financial Advisors first reported a position in SLB Ltd in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's SLB Ltd position peaked at $878K in Q4 2019.
1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.