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PDS Planning’s SLB Ltd SLB Stock Holding History

PDS Planning’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 		$269K Buy
5,784
+50
+0.9% +$2.68K 0.02% 462
2026
Q1 		$295K Buy
5,734
+101
+2% +$4.9K 0.02% 397
2025
Q4 		$216K Buy
+5,633
New +$204K 0.01% 491
2024
Q4 		– Sell
-4,901
Closed -$206K – 467
2024
Q3 		$206K Buy
+4,901
New +$218K 0.02% 405
2024
Q2 		– Sell
-3,950
Closed -$217K – 412
2024
Q1 		$217K Buy
+3,950
New +$199K 0.02% 346
2023
Q4 		– Sell
-3,896
Closed -$227K – 378
2023
Q3 		$227K Buy
+3,896
New +$226K 0.03% 275

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

PDS Planning's SLB Position: Q2 2026 in Review

PDS Planning increased its SLB Ltd (SLB) stake by 0.87% in Q2 2026, buying an estimated $2.68K and bringing the position to 5,784 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #462.

PDS Planning first reported a position in SLB in Q3 2023 and has held it in 6 quarters since. The position peaked at $295K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • PDS Planning held 5,784 shares of SLB Ltd worth $269K as of Q2 2026.
  • PDS Planning bought 50 SLB Ltd shares in Q2 2026, an estimated $2.68K.
  • SLB Ltd made up 0.02% of PDS Planning's portfolio in Q2 2026, its #462 holding.
  • PDS Planning first reported a position in SLB Ltd in Q3 2023 and has held it in 6 quarters since.
  • PDS Planning's SLB Ltd position peaked at $295K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.