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Pension & Wealth Management Advisors’s SLB Ltd SLB Stock Holding History

Pension & Wealth Management 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
Q2 		$4.6K Hold
99
– – ﹤0.01% 469
2026
Q1 		$5.09K Sell
99
-1,175
-92% -$57K ﹤0.01% 431
2025
Q4 		$48.9K Buy
1,274
+365
+40% +$13.2K 0.01% 304
2025
Q3 		$31.3K Buy
+909
New +$31.6K 0.01% 334
2025
Q2 		– Sell
-805
Closed -$33.6K – 527
2025
Q1 		$33.6K Hold
805
– – 0.01% 300
2024
Q4 		$30.9K Buy
805
+87
+12% +$3.65K 0.01% 304
2024
Q3 		$30.1K Buy
+718
New +$32K 0.02% 261

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

Pension & Wealth Management Advisors's SLB Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its SLB Ltd (SLB) position steady in Q2 2026 at 99 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Pension & Wealth Management Advisors first reported a position in SLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.9K in Q4 2025. 1,612 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Pension & Wealth Management Advisors held 99 shares of SLB Ltd worth $4.6K as of Q2 2026.
  • Pension & Wealth Management Advisors left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #469 holding.
  • Pension & Wealth Management Advisors first reported a position in SLB Ltd in Q3 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's SLB Ltd position peaked at $48.9K in Q4 2025.
  • 1,612 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.