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Legacy Wealth Management (Idaho)’s SLB Ltd SLB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-325
Closed -$16.7K – 821
2026
Q1 		$16.7K Buy
325
+122
+60% +$5.92K 0.01% 410
2025
Q4 		$7.79K Buy
203
+11
+6% +$399 ﹤0.01% 466
2025
Q3 		$6.6K Hold
192
– – ﹤0.01% 400
2025
Q2 		$6.49K Sell
192
-257
-57% -$8.91K ﹤0.01% 367
2025
Q1 		$18.8K Buy
449
+257
+134% +$10.5K 0.01% 258
2024
Q4 		$7.71K Hold
192
– – ﹤0.01% 328
2024
Q3 		$8.37K Buy
+192
New +$8.55K ﹤0.01% 340

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 Management (Idaho)'s SLB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 325 shares — an estimated $16.7K sold.

Legacy Wealth Management (Idaho) first reported a position in SLB in Q3 2024 and held it in 7 quarters. The position peaked at $18.8K in Q1 2025. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 325 SLB Ltd shares in Q2 2026, an estimated $16.7K.
  • Legacy Wealth Management (Idaho) first reported a position in SLB Ltd in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s SLB Ltd position peaked at $18.8K in Q1 2025.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.