Mascoma Wealth Management’s SLB Ltd SLB Stock Holding History

Mascoma 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	$1.12K	Hold	24	–	–	﹤0.01%	497
2026 Q1	$1.23K	Hold	24	–	–	﹤0.01%	467
2025 Q4	$921	Buy	+24	New	+$870	﹤0.01%	468
2022 Q4	–	Sell	-150	Closed	-$5K	–	655
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	487
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	507
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	495
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	473
2021 Q3	$4K	Buy	+150	New	+$4.3K	﹤0.01%	397
2021 Q2	–	Sell	-150	Closed	-$4K	–	371
2021 Q1	$4K	Buy	+150	New	+$3.95K	﹤0.01%	397
2019 Q3	–	Sell	-150	Closed	-$6K	–	289
2019 Q2	$6K	Sell	150 -215	-59%	-$8.67K	﹤0.01%	290
2019 Q1	$16K	Sell	365 -80	-18%	-$3.46K	0.01%	241
2018 Q4	$16K	Buy	445 +80	+22%	+$3.95K	0.01%	228
2018 Q3	$22K	Sell	365 -60	-14%	-$3.86K	0.01%	230
2018 Q2	$28K	Buy	425 +15	+4%	+$1.03K	0.02%	198
2018 Q1	$27K	Hold	410	–	–	0.02%	197
2017 Q4	$30K	Buy	410 +230	+128%	+$14.9K	0.02%	178
2017 Q3	$13K	Sell	180 -480	-73%	-$31.7K	0.01%	265
2017 Q2	$43K	Sell	660 -445	-40%	-$31.9K	0.03%	165
2017 Q1	$86K	Sell	1,105 -370	-25%	-$30.3K	0.06%	111
2016 Q4	$124K	Buy	+1,475	New	+$121K	0.09%	89

Other funds holding SLB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mascoma Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 24 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Mascoma Wealth Management first reported a position in SLB in Q4 2016 and has held it in 20 quarters since. The position peaked at $124K in Q4 2016. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Mascoma Wealth Management held 24 shares of SLB Ltd worth $1.12K as of Q2 2026.
Mascoma Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
SLB Ltd made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #497 holding.
Mascoma Wealth Management first reported a position in SLB Ltd in Q4 2016 and has held it in 20 quarters since.
Mascoma Wealth Management's SLB Ltd position peaked at $124K in Q4 2016.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.