Outlook Wealth Advisors’s SLB Ltd SLB Stock Holding History

Outlook Wealth 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	$840K	Sell	16,344 -574	-3%	-$27.9K	0.2%	105
2025 Q4	$649K	Sell	16,918 -151	-0.9%	-$5.47K	0.15%	141
2025 Q3	$587K	Buy	+17,069	New	+$594K	0.15%	142
2020 Q1	–	Sell	-9,730	Closed	-$421K	–	181
2019 Q4	$421K	Sell	9,730 -10,375	-52%	-$370K	0.24%	80
2019 Q3	$687K	Buy	20,105 +6,250	+45%	+$228K	0.41%	52
2019 Q2	$550K	Buy	13,855 +7,150	+107%	+$288K	0.36%	68
2019 Q1	$292K	Buy	6,705 +4,297	+178%	+$186K	0.24%	115
2018 Q4	$869K	Buy	+2,408	New	+$119K	0.4%	64

Other funds holding SLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Outlook Wealth Advisors's SLB Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its SLB Ltd (SLB) stake by 3.4% in Q1 2026, selling an estimated $27.9K and leaving 16,344 shares worth $840K. The position accounts for 0.2% of the portfolio, ranked #105.

Outlook Wealth Advisors first reported a position in SLB in Q4 2018 and has held it in 8 quarters since. The position peaked at $869K in Q4 2018. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Outlook Wealth Advisors held 16,344 shares of SLB Ltd worth $840K as of Q1 2026.
Outlook Wealth Advisors sold 574 SLB Ltd shares in Q1 2026, an estimated $27.9K.
SLB Ltd made up 0.2% of Outlook Wealth Advisors's portfolio in Q1 2026, its #105 holding.
Outlook Wealth Advisors first reported a position in SLB Ltd in Q4 2018 and has held it in 8 quarters since.
Outlook Wealth Advisors's SLB Ltd position peaked at $869K in Q4 2018.
1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.