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Old North State Wealth Management’s SLB Ltd SLB Stock Holding History

Old North State 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 		– Sell
-8,709
Closed -$448K – 117
2026
Q1 		$448K Buy
8,709
+55
+0.6% +$2.67K 0.21% 78
2025
Q4 		$332K Sell
8,654
-372
-4% -$13.5K 0.16% 94
2025
Q3 		$310K Sell
9,026
-178
-2% -$6.19K 0.15% 100
2025
Q2 		$311K Buy
9,204
+1,785
+24% +$61.9K 0.16% 96
2025
Q1 		$310K Buy
7,419
+1,667
+29% +$68.3K 0.17% 90
2024
Q4 		$221K Buy
+5,752
New +$241K 0.12% 108

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 $3.37T AUM 44.26% 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

Old North State Wealth Management's SLB Position: Q2 2026 in Review

Old North State Wealth Management sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 8,709 shares — an estimated $448K sold.

Old North State Wealth Management first reported a position in SLB in Q4 2024 and held it in 6 quarters. The position peaked at $448K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Old North State Wealth Management reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
  • Old North State Wealth Management sold 8,709 SLB Ltd shares in Q2 2026, an estimated $448K.
  • Old North State Wealth Management first reported a position in SLB Ltd in Q4 2024 and held it in 6 quarters.
  • Old North State Wealth Management's SLB Ltd position peaked at $448K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.