Moran Wealth Management’s SLB Ltd SLB Stock Holding History

Moran 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 Q1	$9.18M	Buy	178,577 +40,985	+30%	+$1.99M	0.28%	121
2025 Q4	$5.28M	Buy	137,592 +35,311	+35%	+$1.28M	0.16%	192
2025 Q3	$3.52M	Buy	102,281 +1,455	+1%	+$50.6K	0.11%	226
2025 Q2	$3.41M	Buy	100,826 +22,219	+28%	+$771K	0.11%	237
2025 Q1	$3.29M	Sell	78,607 -228,523	-74%	-$9.36M	0.11%	230
2024 Q4	$11.8M	Sell	307,130 -1,766	-0.6%	-$74.1K	0.38%	95
2024 Q3	$13M	Buy	308,896 +73,432	+31%	+$3.27M	0.4%	88
2024 Q2	$11.1M	Sell	235,464 -597	-0.3%	-$28.8K	0.37%	93
2024 Q1	$12.9M	Sell	236,061 -3,717	-2%	-$187K	0.42%	85
2023 Q4	$12.5M	Sell	239,778 -11,811	-5%	-$642K	0.44%	77
2023 Q3	$14.7M	Sell	251,589 -8,694	-3%	-$504K	0.57%	62
2023 Q2	$12.8M	Sell	260,283 -29,350	-10%	-$1.4M	0.48%	76
2023 Q1	$14.2M	Buy	289,633 +316	+0.1%	+$16.8K	0.54%	70
2022 Q4	$15.5M	Buy	+289,317	New	+$14.4M	0.59%	53

Other funds holding SLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moran Wealth Management's SLB Position: Q1 2026 in Review

Moran Wealth Management increased its SLB Ltd (SLB) stake by 30% in Q1 2026, buying an estimated $1.99M and bringing the position to 178,577 shares worth $9.18M. The position accounts for 0.28% of the portfolio, ranked #121.

Moran Wealth Management first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.5M in Q4 2022. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Moran Wealth Management held 178,577 shares of SLB Ltd worth $9.18M as of Q1 2026.
Moran Wealth Management bought 40,985 SLB Ltd shares in Q1 2026, an estimated $1.99M.
SLB Ltd made up 0.28% of Moran Wealth Management's portfolio in Q1 2026, its #121 holding.
Moran Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
Moran Wealth Management's SLB Ltd position peaked at $15.5M in Q4 2022.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.