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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Wealth Management's SLB Position: Q1 2026 in Review

Massachusetts Wealth Management increased its SLB Ltd (SLB) stake by 85% in Q1 2026, buying an estimated $2.01M and bringing the position to 89,936 shares worth $4.62M. The position accounts for 2% of the portfolio, ranked #14.

Massachusetts Wealth Management first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Massachusetts Wealth Management held 89,936 shares of SLB Ltd worth $4.62M as of Q1 2026.
Massachusetts Wealth Management bought 41,311 SLB Ltd shares in Q1 2026, an estimated $2.01M.
SLB Ltd made up 2% of Massachusetts Wealth Management's portfolio in Q1 2026, its #14 holding.
Massachusetts Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.