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LVW Advisors’s SLB Ltd SLB Stock Holding History

LVW Advisors’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 		$625K Sell
13,440
-2,592
-16% -$139K 0.05% 198
2026
Q1 		$824K Buy
16,032
+10,287
+179% +$499K 0.08% 135
2025
Q4 		$220K Buy
+5,745
New +$208K 0.02% 317
2024
Q2 		– Sell
-3,709
Closed -$203K – 310
2024
Q1 		$203K Buy
+3,709
New +$187K 0.03% 278
2023
Q1 		– Sell
-3,763
Closed -$201K – 243
2022
Q4 		$201K Buy
+3,763
New +$187K 0.04% 221

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

LVW Advisors's SLB Position: Q2 2026 in Review

LVW Advisors reduced its SLB Ltd (SLB) stake by 16% in Q2 2026, selling an estimated $139K and leaving 13,440 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #198.

LVW Advisors first reported a position in SLB in Q4 2022 and has held it in 5 quarters since. The position peaked at $824K in Q1 2026. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • LVW Advisors held 13,440 shares of SLB Ltd worth $625K as of Q2 2026.
  • LVW Advisors sold 2,592 SLB Ltd shares in Q2 2026, an estimated $139K.
  • SLB Ltd made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #198 holding.
  • LVW Advisors first reported a position in SLB Ltd in Q4 2022 and has held it in 5 quarters since.
  • LVW Advisors's SLB Ltd position peaked at $824K in Q1 2026.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.