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Medallion Wealth Advisors’s SLB Ltd SLB Stock Holding History

Medallion Wealth 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 		$31.9K Buy
687
+144
+27% +$7.72K 0.01% 553
2026
Q1 		$27.9K Hold
543
– – 0.01% 588
2025
Q4 		$20.8K Sell
543
-1,000
-65% -$36.3K 0.01% 634
2025
Q3 		$53K Hold
1,543
– – 0.02% 458
2025
Q2 		$54.3K Buy
1,543
+156
+11% +$5.41K 0.02% 451
2025
Q1 		$58.5K Buy
1,387
+180
+15% +$7.38K 0.03% 399
2024
Q4 		$46.3K Buy
+1,207
New +$50.7K 0.02% 426

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

Medallion Wealth Advisors's SLB Position: Q2 2026 in Review

Medallion Wealth Advisors increased its SLB Ltd (SLB) stake by 27% in Q2 2026, buying an estimated $7.72K and bringing the position to 687 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #553.

Medallion Wealth Advisors first reported a position in SLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.5K in Q1 2025. 1,700 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Medallion Wealth Advisors held 687 shares of SLB Ltd worth $31.9K as of Q2 2026.
  • Medallion Wealth Advisors bought 144 SLB Ltd shares in Q2 2026, an estimated $7.72K.
  • SLB Ltd made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #553 holding.
  • Medallion Wealth Advisors first reported a position in SLB Ltd in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's SLB Ltd position peaked at $58.5K in Q1 2025.
  • 1,700 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.