Massachusetts Wealth Management
SLB icon

Massachusetts Wealth Management’s SLB Ltd SLB Stock Holding History

Massachusetts 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
Q3 		$4.2M Sell
86,150
-3,761
-4% -$194K 1.69% 18
2026
Q2 		$4.18M Sell
89,911
-25
-0% -$1.34K 1.59% 19
2026
Q1 		$4.62M Buy
89,936
+41,311
+85% +$2.01M 2% 14
2025
Q4 		$1.87M Sell
48,625
-542
-1% -$19.6K 0.87% 49
2025
Q3 		$1.69M Sell
49,167
-400
-0.8% -$13.9K 0.84% 52
2025
Q2 		$1.68M Buy
49,567
+150
+0.3% +$5.2K 0.94% 46
2025
Q1 		$2.07M Sell
49,417
-325
-0.7% -$13.3K 1.42% 30
2024
Q4 		$1.91M Buy
49,742
+300
+0.6% +$12.6K 1.18% 39
2024
Q3 		$2.07M Sell
49,442
-7,775
-14% -$346K 1.31% 34
2024
Q2 		$2.7M Sell
57,217
-300
-0.5% -$14.5K 1.81% 12
2024
Q1 		$3.15M Buy
57,517
+750
+1% +$37.8K 2.22% 9
2023
Q4 		$2.95M Sell
56,767
-833
-1% -$45.3K 2.38% 9
2023
Q3 		$3.36M Sell
57,600
-1,250
-2% -$72.5K 3.08% 6
2023
Q2 		$2.89M Sell
58,850
-400
-0.7% -$19.1K 2.77% 8
2023
Q1 		$2.91M Sell
59,250
-4,050
-6% -$215K 3% 6
2022
Q4 		$3.61M Buy
+63,300
New +$3.15M 3.48% 4

Other funds holding SLB

Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Massachusetts Wealth Management's SLB Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its SLB Ltd (SLB) stake by 4.2% in Q3 2026, selling an estimated $194K and leaving 86,150 shares worth $4.2M. The position accounts for 1.69% of the portfolio, ranked #18.

Massachusetts Wealth Management first reported a position in SLB in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.62M in Q1 2026. 608 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Massachusetts Wealth Management held 86,150 shares of SLB Ltd worth $4.2M as of Q3 2026.
  • Massachusetts Wealth Management sold 3,761 SLB Ltd shares in Q3 2026, an estimated $194K.
  • SLB Ltd made up 1.69% of Massachusetts Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Massachusetts Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 16 quarters since.
  • Massachusetts Wealth Management's SLB Ltd position peaked at $4.62M in Q1 2026.
  • 608 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.