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My Legacy Advisors’s SLB Ltd SLB Stock Holding History

My Legacy 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
2025
Q2 		$266K Buy
7,256
+1,062
+17% +$36.8K 0.09% 184
2025
Q1 		$259K Sell
6,194
-247
-4% -$10.1K 0.1% 189
2024
Q4 		$262K Buy
6,441
+16
+0.2% +$672 0.1% 183
2024
Q3 		$270K Sell
6,425
-1,752
-21% -$78K 0.11% 178
2024
Q2 		$386K Buy
8,177
+1,110
+16% +$53.6K 0.12% 173
2024
Q1 		$387K Buy
7,067
+1,860
+36% +$93.8K 0.13% 173
2023
Q4 		$254K Buy
+5,207
New +$283K 0.09% 188

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

My Legacy Advisors's SLB Position: Q2 2025 in Review

My Legacy Advisors increased its SLB Ltd (SLB) stake by 17% in Q2 2025, buying an estimated $36.8K and bringing the position to 7,256 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #184.

My Legacy Advisors first reported a position in SLB in Q4 2023 and has held it in 7 quarters since. The position peaked at $387K in Q1 2024. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • My Legacy Advisors held 7,256 shares of SLB Ltd worth $266K as of Q2 2025.
  • My Legacy Advisors bought 1,062 SLB Ltd shares in Q2 2025, an estimated $36.8K.
  • SLB Ltd made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #184 holding.
  • My Legacy Advisors first reported a position in SLB Ltd in Q4 2023 and has held it in 7 quarters since.
  • My Legacy Advisors's SLB Ltd position peaked at $387K in Q1 2024.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.