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MinichMacGregor Wealth Management’s SLB Ltd SLB Stock Holding History

MinichMacGregor 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 		$6.89M Buy
148,234
+26,534
+22% +$1.42M 1.05% 39
2026
Q1 		$6.25M Buy
+121,700
New +$5.91M 1.1% 39
2023
Q1 		– Sell
-675
Closed -$36.1K – 554
2022
Q4 		$36.1K Buy
+675
New +$33.6K 0.01% 221
2018
Q4 		– Sell
-420
Closed -$25K – 454
2018
Q3 		$25K Sell
420
-25
-6% -$1.61K 0.02% 193
2018
Q2 		$29K Hold
445
– – 0.02% 170
2018
Q1 		$28K Hold
445
– – 0.02% 164
2017
Q4 		$30K Buy
445
+48
+12% +$3.11K 0.02% 154
2017
Q3 		$27K Sell
397
-22
-5% -$1.46K 0.02% 158
2017
Q2 		$27K Sell
419
-98
-19% -$7.02K 0.02% 153
2017
Q1 		$40K Buy
517
+1
+0.2% +$82 0.04% 116
2016
Q4 		$43K Sell
516
-9
-2% -$738 0.04% 115
2016
Q3 		$41K Sell
525
-16
-3% -$1.27K 0.04% 128
2016
Q2 		$42K Buy
541
+203
+60% +$15.6K 0.04% 125
2016
Q1 		$24K Sell
338
-143
-30% -$10.1K 0.02% 158
2015
Q4 		$43K Buy
+481
New +$36K 0.04% 113

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

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

MinichMacGregor Wealth Management increased its SLB Ltd (SLB) stake by 22% in Q2 2026, buying an estimated $1.42M and bringing the position to 148,234 shares worth $6.89M. The position accounts for 1.05% of the portfolio, ranked #39.

MinichMacGregor Wealth Management first reported a position in SLB in Q4 2015 and has held it in 15 quarters since. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • MinichMacGregor Wealth Management held 148,234 shares of SLB Ltd worth $6.89M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 26,534 SLB Ltd shares in Q2 2026, an estimated $1.42M.
  • SLB Ltd made up 1.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #39 holding.
  • MinichMacGregor Wealth Management first reported a position in SLB Ltd in Q4 2015 and has held it in 15 quarters since.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.