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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's SLB Position: Q1 2026 in Review

Medallion Wealth Advisors held its SLB Ltd (SLB) position steady in Q1 2026 at 543 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #588.

Medallion Wealth Advisors first reported a position in SLB in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.5K in Q1 2025. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Medallion Wealth Advisors held 543 shares of SLB Ltd worth $27.9K as of Q1 2026.
  • Medallion Wealth Advisors left its SLB Ltd share count unchanged in Q1 2026.
  • SLB Ltd made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #588 holding.
  • Medallion Wealth Advisors first reported a position in SLB Ltd in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's SLB Ltd position peaked at $58.5K in Q1 2025.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.