PP
SLB icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PDS Planning's SLB Position: Q1 2026 in Review

PDS Planning increased its SLB Ltd (SLB) stake by 1.8% in Q1 2026, buying an estimated $4.9K and bringing the position to 5,734 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #397.

PDS Planning first reported a position in SLB in Q3 2023 and has held it in 5 quarters since. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • PDS Planning held 5,734 shares of SLB Ltd worth $295K as of Q1 2026.
  • PDS Planning bought 101 SLB Ltd shares in Q1 2026, an estimated $4.9K.
  • SLB Ltd made up 0.02% of PDS Planning's portfolio in Q1 2026, its #397 holding.
  • PDS Planning first reported a position in SLB Ltd in Q3 2023 and has held it in 5 quarters since.
  • 1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.