MYIA
SLB icon

Mount Yale Investment Advisors’s SLB Ltd SLB Stock Holding History

Mount Yale Investment 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
Q1 		$1.02M Buy
19,744
+13,401
+211% +$650K 0.02% 516
2025
Q4 		$245K Buy
+6,343
New +$230K 0.01% 640
2025
Q3 		– Sell
-88,868
Closed -$3M – 1453
2025
Q2 		$3M Sell
88,868
-9,449
-10% -$328K 0.23% 89
2025
Q1 		$4.11M Sell
98,317
-7,404
-7% -$303K 0.35% 50
2024
Q4 		$4.05M Buy
105,721
+66,016
+166% +$2.77M 0.33% 60
2024
Q3 		$1.67M Buy
39,705
+1,124
+3% +$50K 0.16% 139
2024
Q2 		$1.82M Buy
38,581
+1,322
+4% +$63.8K 0.14% 136
2024
Q1 		$2.04M Buy
37,259
+19,178
+106% +$967K 0.16% 127
2023
Q4 		$941K Sell
18,081
-1,659
-8% -$90.2K 0.09% 211
2023
Q3 		$1.15M Sell
19,740
-888
-4% -$51.5K 0.13% 169
2023
Q2 		$1.01M Sell
20,628
-568
-3% -$27.1K 0.11% 188
2023
Q1 		$1.04M Buy
21,196
+8,773
+71% +$466K 0.12% 174
2022
Q4 		$664K Buy
12,423
+267
+2% +$13.3K 0.08% 252
2022
Q3 		$436K Buy
12,156
+31
+0.3% +$1.12K 0.06% 287
2022
Q2 		$434K Buy
12,125
+555
+5% +$23.1K 0.05% 305
2022
Q1 		$478K Buy
11,570
+383
+3% +$15K 0.05% 309
2021
Q4 		$335K Buy
11,187
+66
+0.6% +$2.08K 0.03% 347
2021
Q3 		$330K Sell
11,121
-75
-0.7% -$2.15K 0.04% 338
2021
Q2 		$358K Buy
11,196
+102
+0.9% +$3.13K 0.04% 294
2021
Q1 		$302K Buy
+11,094
New +$292K 0.04% 308
2018
Q4 		– Sell
-12,288
Closed -$643K – 697
2018
Q3 		$643K Sell
12,288
-715
-5% -$46K 0.11% 145
2018
Q2 		$872K Sell
13,003
-1,085
-8% -$74.5K 0.17% 122
2018
Q1 		$913K Buy
+14,088
New +$984K 0.2% 112

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's SLB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its SLB Ltd (SLB) stake by 211% in Q1 2026, buying an estimated $650K and bringing the position to 19,744 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #516.

Mount Yale Investment Advisors first reported a position in SLB in Q1 2018 and has held it in 23 quarters since. The position peaked at $4.11M in Q1 2025. 1,689 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Mount Yale Investment Advisors held 19,744 shares of SLB Ltd worth $1.02M as of Q1 2026.
  • Mount Yale Investment Advisors bought 13,401 SLB Ltd shares in Q1 2026, an estimated $650K.
  • SLB Ltd made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #516 holding.
  • Mount Yale Investment Advisors first reported a position in SLB Ltd in Q1 2018 and has held it in 23 quarters since.
  • Mount Yale Investment Advisors's SLB Ltd position peaked at $4.11M in Q1 2025.
  • 1,689 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.