LifePlan Financial’s SLB Ltd SLB Stock Holding History

LifePlan Financial’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	$1.31M	Sell	28,259 -3,043	-10%	-$163K	0.92%	35
2026 Q1	$1.61M	Sell	31,302 -17	-0.1%	-$825	1.19%	24
2025 Q4	$1.2M	Buy	31,319 +3,079	+11%	+$112K	0.92%	34
2025 Q3	$971K	Buy	28,240 +2,181	+8%	+$75.9K	0.77%	42
2025 Q2	$881K	Buy	26,059 +2,832	+12%	+$98.2K	0.73%	42
2025 Q1	$971K	Buy	23,227 +1,727	+8%	+$70.8K	0.85%	37
2024 Q4	$824K	Buy	21,500 +3,078	+17%	+$129K	0.73%	44
2024 Q3	$773K	Buy	18,422 +1,046	+6%	+$46.6K	0.66%	43
2024 Q2	$820K	Sell	17,376 -485	-3%	-$23.4K	0.76%	38
2024 Q1	$979K	Sell	17,861 -2,651	-13%	-$134K	0.9%	33
2023 Q4	$1.07M	Buy	+20,512	New	+$1.11M	1.07%	29

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

LifePlan Financial's SLB Position: Q2 2026 in Review

LifePlan Financial reduced its SLB Ltd (SLB) stake by 9.7% in Q2 2026, selling an estimated $163K and leaving 28,259 shares worth $1.31M. The position accounts for 0.92% of the portfolio, ranked #35.

LifePlan Financial first reported a position in SLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q1 2026. 934 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

LifePlan Financial held 28,259 shares of SLB Ltd worth $1.31M as of Q2 2026.
LifePlan Financial sold 3,043 SLB Ltd shares in Q2 2026, an estimated $163K.
SLB Ltd made up 0.92% of LifePlan Financial's portfolio in Q2 2026, its #35 holding.
LifePlan Financial first reported a position in SLB Ltd in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's SLB Ltd position peaked at $1.61M in Q1 2026.
934 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.