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Morningstar Investment Management’s SLB Ltd SLB Stock Holding History

Morningstar 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 		$2.75M Hold
53,539
– – 0.17% 143
2026
Q1 		$2.75M Buy
53,539
+3,608
+7% +$175K 0.17% 141
2025
Q4 		$1.92M Sell
49,931
-34,875
-41% -$1.26M 0.11% 174
2025
Q3 		$2.92M Buy
84,806
+69,062
+439% +$2.4M 0.11% 200
2025
Q2 		$532K Buy
15,744
+3,015
+24% +$105K 0.05% 113
2025
Q1 		$532K Buy
+12,729
New +$522K 0.05% 62

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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Morningstar Investment Management held its SLB Ltd (SLB) position steady in Q2 2026 at 53,539 shares worth $2.75M. The position accounts for 0.17% of the portfolio, ranked #143.

Morningstar Investment Management first reported a position in SLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.92M in Q3 2025. 510 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Morningstar Investment Management held 53,539 shares of SLB Ltd worth $2.75M as of Q2 2026.
  • Morningstar Investment Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.17% of Morningstar Investment Management's portfolio in Q2 2026, its #143 holding.
  • Morningstar Investment Management first reported a position in SLB Ltd in Q1 2025 and has held it in 6 quarters since.
  • Morningstar Investment Management's SLB Ltd position peaked at $2.92M in Q3 2025.
  • 510 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.