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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
Q3 		$1.2M Buy
24,721
+393
+2% +$20.2K 0.26% 110
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Legacy Wealth Asset Management's SLB Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its SLB Ltd (SLB) stake by 1.6% in Q3 2026, buying an estimated $20.2K and bringing the position to 24,721 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #110.

Legacy Wealth Asset Management first reported a position in SLB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.6M in Q1 2022. 159 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Legacy Wealth Asset Management held 24,721 shares of SLB Ltd worth $1.2M as of Q3 2026.
  • Legacy Wealth Asset Management bought 393 SLB Ltd shares in Q3 2026, an estimated $20.2K.
  • SLB Ltd made up 0.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #110 holding.
  • Legacy Wealth Asset Management first reported a position in SLB Ltd in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's SLB Ltd position peaked at $1.6M in Q1 2022.
  • 159 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.