Medallion Wealth Advisors
SLB icon

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
Q3 		$26.2K Sell
537
-150
-22% -$7.73K 0.01% 584
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% -$36.2K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Medallion Wealth Advisors's SLB Position: Q3 2026 in Review

Medallion Wealth Advisors reduced its SLB Ltd (SLB) stake by 22% in Q3 2026, selling an estimated $7.73K and leaving 537 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #584.

Medallion Wealth Advisors first reported a position in SLB in Q4 2024 and has held it in 8 quarters since. The position peaked at $58.5K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Medallion Wealth Advisors held 537 shares of SLB Ltd worth $26.2K as of Q3 2026.
  • Medallion Wealth Advisors sold 150 SLB Ltd shares in Q3 2026, an estimated $7.73K.
  • SLB Ltd made up 0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #584 holding.
  • Medallion Wealth Advisors first reported a position in SLB Ltd in Q4 2024 and has held it in 8 quarters since.
  • Medallion Wealth Advisors's SLB Ltd position peaked at $58.5K in Q1 2025.
  • 1,464 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.