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Montgomery Investment Management’s SLB Ltd SLB Stock Holding History

Montgomery Investment 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 		$509K Hold
10,940
– – 0.15% 77
2026
Q1 		$562K Buy
10,940
+1,000
+10% +$48.5K 0.19% 72
2025
Q4 		$381K Hold
9,940
– – 0.14% 79
2025
Q3 		$342K Hold
9,940
– – 0.12% 81
2025
Q2 		$336K Hold
9,940
– – 0.13% 78
2025
Q1 		$415K Buy
+9,940
New +$407K 0.17% 67
2024
Q4 		– Sell
-4,920
Closed -$206K – 92
2024
Q3 		$206K Hold
4,920
– – 0.07% 87
2024
Q2 		$232K Hold
4,920
– – 0.09% 82
2024
Q1 		$270K Sell
4,920
-7,000
-59% -$353K 0.1% 78
2023
Q4 		$620K Buy
11,920
+1,000
+9% +$54.4K 0.19% 58
2023
Q3 		$637K Buy
10,920
+200
+2% +$11.6K 0.22% 57
2023
Q2 		$527K Hold
10,720
– – 0.18% 60
2023
Q1 		$526K Sell
10,720
-20
-0.2% -$1.06K 0.19% 57
2022
Q4 		$574K Hold
10,740
– – 0.2% 55
2022
Q3 		$385K Hold
10,740
– – 0.16% 63
2022
Q2 		$384K Hold
10,740
– – 0.16% 63
2022
Q1 		$443K Hold
10,740
– – 0.15% 65
2021
Q4 		$322K Hold
10,740
– – 0.11% 69
2021
Q3 		$318K Hold
10,740
– – 0.12% 72
2021
Q2 		$343K Sell
10,740
-400
-4% -$12.3K 0.13% 70
2021
Q1 		$303K Sell
11,140
-700
-6% -$18.4K 0.12% 72
2020
Q4 		$258K Hold
11,840
– – 0.12% 77
2020
Q3 		$184K Sell
11,840
-4,500
-28% -$83.7K 0.1% 76
2020
Q2 		$300K Sell
16,340
-326
-2% -$5.71K 0.16% 68
2020
Q1 		$225K Hold
16,666
– – 0.15% 72
2019
Q4 		$670K Hold
16,666
– – 0.27% 59
2019
Q3 		$570K Hold
16,666
– – 0.24% 60
2019
Q2 		$662K Sell
16,666
-3,000
-15% -$121K 0.29% 60
2019
Q1 		$857K Hold
19,666
– – 0.38% 51
2018
Q4 		$710K Sell
19,666
-1,200
-6% -$59.2K 0.36% 53
2018
Q3 		$1.27M Hold
20,866
– – 0.52% 47
2018
Q2 		$1.4M Buy
20,866
+300
+1% +$20.6K 0.58% 44
2018
Q1 		$1.33M Hold
20,566
– – 0.56% 43
2017
Q4 		$1.39M Hold
20,566
– – 0.56% 41
2017
Q3 		$1.44M Hold
20,566
– – 0.64% 39
2017
Q2 		$1.35M Sell
20,566
-148
-0.7% -$10.6K 0.62% 41
2017
Q1 		$1.62M Hold
20,714
– – 0.7% 35
2016
Q4 		$1.74M Sell
20,714
-4,000
-16% -$328K 0.75% 35
2016
Q3 		$1.94M Buy
24,714
+3,920
+19% +$311K 0.91% 32
2016
Q2 		$1.64M Sell
20,794
-609
-3% -$46.7K 0.8% 34
2016
Q1 		$1.58M Sell
21,403
-100
-0.5% -$7.03K 0.91% 30
2015
Q4 		$1.5M Hold
21,503
– – 0.85% 29
2015
Q3 		$1.48M Hold
21,503
– – 0.88% 27
2015
Q2 		$1.85M Hold
21,503
– – 0.95% 25
2015
Q1 		$1.79M Hold
21,503
– – 0.9% 26
2014
Q4 		$1.84M Buy
21,503
+8,883
+70% +$817K 0.88% 30
2014
Q3 		$1.28M Buy
12,620
+100
+0.8% +$10.9K 0.89% 29
2014
Q2 		$1.48M Sell
12,520
-100
-0.8% -$10.3K 1.13% 25
2014
Q1 		$1.23M Sell
12,620
-200
-2% -$18.1K 1% 26
2013
Q4 		$1.16M Sell
12,820
-8,790
-41% -$794K 0.94% 27
2013
Q3 		$1.91M Buy
21,610
+799
+4% +$65.6K 1.04% 31
2013
Q2 		$1.49M Buy
+20,811
New +$1.54M 0.82% 34

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Montgomery Investment Management's SLB Position: Q2 2026 in Review

Montgomery Investment Management held its SLB Ltd (SLB) position steady in Q2 2026 at 10,940 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #77.

Montgomery Investment Management first reported a position in SLB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.94M in Q3 2016. 733 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Montgomery Investment Management held 10,940 shares of SLB Ltd worth $509K as of Q2 2026.
  • Montgomery Investment Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.15% of Montgomery Investment Management's portfolio in Q2 2026, its #77 holding.
  • Montgomery Investment Management first reported a position in SLB Ltd in Q2 2013 and has held it in 52 quarters since.
  • Montgomery Investment Management's SLB Ltd position peaked at $1.94M in Q3 2016.
  • 733 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.