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Mowery & Schoenfeld Wealth Management’s SLB Ltd SLB Stock Holding History

Mowery & Schoenfeld 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 		$7.67K Hold
165
– – 0.01% 267
2026
Q1 		$8.48K Hold
165
– – 0.01% 235
2025
Q4 		$6.33K Hold
165
– – 0.01% 298
2025
Q3 		$5.67K Hold
165
– – 0.01% 274
2025
Q2 		$5.58K Hold
165
– – 0.01% 269
2025
Q1 		$6.9K Sell
165
-23
-12% -$943 0.01% 293
2024
Q4 		$7.21K Buy
+188
New +$7.89K 0.01% 259

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's SLB Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its SLB Ltd (SLB) position steady in Q2 2026 at 165 shares worth $7.67K. The position accounts for 0.01% of the portfolio, ranked #267.

Mowery & Schoenfeld Wealth Management first reported a position in SLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.48K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 165 shares of SLB Ltd worth $7.67K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in SLB Ltd in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's SLB Ltd position peaked at $8.48K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.