MWM
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
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

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

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

Massachusetts Wealth Management reduced its SLB Ltd (SLB) stake by 0.03% in Q2 2026, selling an estimated $1.34K and leaving 89,911 shares worth $4.18M. The position accounts for 1.59% of the portfolio, ranked #19.

Massachusetts Wealth Management first reported a position in SLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.62M in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Massachusetts Wealth Management held 89,911 shares of SLB Ltd worth $4.18M as of Q2 2026.
  • Massachusetts Wealth Management sold 25 SLB Ltd shares in Q2 2026, an estimated $1.34K.
  • SLB Ltd made up 1.59% of Massachusetts Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Massachusetts Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's SLB Ltd position peaked at $4.62M in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.