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Legacy Wealth Asset Management’s SLB Ltd SLB Stock Holding History

Legacy Wealth Asset 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
Q2 		$1.13M Sell
24,328
-550
-2% -$29.5K 0.25% 110
2026
Q1 		$1.28M Buy
24,878
+107
+0.4% +$5.19K 0.31% 84
2025
Q4 		$951K Sell
24,771
-61
-0.2% -$2.21K 0.23% 123
2025
Q3 		$853K Buy
24,832
+10,450
+73% +$364K 0.21% 131
2025
Q2 		$486K Buy
14,382
+308
+2% +$10.7K 0.12% 254
2025
Q1 		$588K Buy
14,074
+222
+2% +$9.1K 0.16% 209
2024
Q4 		$531K Sell
13,852
-745
-5% -$31.3K 0.14% 228
2024
Q3 		$612K Buy
14,597
+157
+1% +$6.99K 0.16% 205
2024
Q2 		$681K Buy
14,440
+3,232
+29% +$156K 0.19% 152
2024
Q1 		$614K Buy
11,208
+72
+0.6% +$3.63K 0.17% 188
2023
Q4 		$580K Sell
11,136
-55
-0.5% -$2.99K 0.19% 183
2023
Q3 		$652K Sell
11,191
-289
-3% -$16.8K 0.24% 134
2023
Q2 		$564K Sell
11,480
-1,486
-11% -$70.9K 0.2% 180
2023
Q1 		$637K Sell
12,966
-13,099
-50% -$696K 0.23% 146
2022
Q4 		$1.39M Sell
26,065
-1,307
-5% -$65.1K 0.53% 47
2022
Q3 		$983K Sell
27,372
-10,627
-28% -$385K 0.43% 68
2022
Q2 		$1.36M Sell
37,999
-822
-2% -$34.3K 0.55% 38
2022
Q1 		$1.6M Buy
38,821
+1,114
+3% +$43.7K 0.57% 32
2021
Q4 		$1.13M Buy
37,707
+3,075
+9% +$96.9K 0.38% 70
2021
Q3 		$1.03M Buy
34,632
+278
+0.8% +$7.96K 0.47% 61
2021
Q2 		$1.1M Buy
34,354
+516
+2% +$15.9K 0.49% 47
2021
Q1 		$920K Buy
33,838
+427
+1% +$11.2K 0.42% 71
2020
Q4 		$729K Buy
+33,411
New +$630K 0.37% 102

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 Wealth Asset Management's SLB Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its SLB Ltd (SLB) stake by 2.2% in Q2 2026, selling an estimated $29.5K and leaving 24,328 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #110.

Legacy Wealth Asset Management first reported a position in SLB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q1 2022. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Legacy Wealth Asset Management held 24,328 shares of SLB Ltd worth $1.13M as of Q2 2026.
  • Legacy Wealth Asset Management sold 550 SLB Ltd shares in Q2 2026, an estimated $29.5K.
  • SLB Ltd made up 0.25% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #110 holding.
  • Legacy Wealth Asset Management first reported a position in SLB Ltd in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's SLB Ltd position peaked at $1.6M in Q1 2022.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.