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LJI Wealth Management’s SLB Ltd SLB Stock Holding History

LJI Wealth 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 		$500K Buy
10,755
+1,500
+16% +$80.4K 0.07% 117
2026
Q1 		$476K Sell
9,255
-700
-7% -$34K 0.08% 110
2025
Q4 		$382K Hold
9,955
– – 0.06% 132
2025
Q3 		$342K Hold
9,955
– – 0.06% 121
2025
Q2 		$336K Sell
9,955
-726
-7% -$25.2K 0.06% 135
2025
Q1 		$446K Buy
10,681
+111
+1% +$4.55K 0.09% 92
2024
Q4 		$405K Sell
10,570
-994
-9% -$41.7K 0.08% 108
2024
Q3 		$485K Sell
11,564
-296
-2% -$13.2K 0.1% 110
2024
Q2 		$560K Sell
11,860
-150
-1% -$7.24K 0.12% 88
2024
Q1 		$658K Hold
12,010
– – 0.17% 61
2023
Q4 		$625K Buy
12,010
+6
+0% +$326 0.16% 71
2023
Q3 		$700K Hold
12,004
– – 0.2% 61
2023
Q2 		$590K Buy
12,004
+112
+0.9% +$5.34K 0.17% 68
2023
Q1 		$584K Buy
11,892
+388
+3% +$20.6K 0.18% 58
2022
Q4 		$615K Buy
+11,504
New +$573K 0.22% 53

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

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

LJI Wealth Management increased its SLB Ltd (SLB) stake by 16% in Q2 2026, buying an estimated $80.4K and bringing the position to 10,755 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #117.

LJI Wealth Management first reported a position in SLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $700K in Q3 2023. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • LJI Wealth Management held 10,755 shares of SLB Ltd worth $500K as of Q2 2026.
  • LJI Wealth Management bought 1,500 SLB Ltd shares in Q2 2026, an estimated $80.4K.
  • SLB Ltd made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #117 holding.
  • LJI Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's SLB Ltd position peaked at $700K in Q3 2023.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.