Perigon Wealth Management’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.06M | Sell |
40,068
-247
| -0.6% | -$12K | 0.04% | 373 |
|
|
2025
Q4 | $1.55M | Buy |
40,315
+14,359
| +55% | +$521K | 0.03% | 430 |
|
|
2025
Q3 | $892K | Buy |
25,956
+999
| +4% | +$34.8K | 0.02% | 547 |
|
|
2025
Q2 | $844K | Sell |
24,957
-3,496
| -12% | -$121K | 0.02% | 517 |
|
|
2025
Q1 | $1.19M | Buy |
28,453
+11,594
| +69% | +$475K | 0.03% | 411 |
|
|
2024
Q4 | $693K | Buy |
16,859
+1,146
| +7% | +$48.1K | 0.02% | 545 |
|
|
2024
Q3 | $659K | Sell |
15,713
-2,287
| -13% | -$102K | 0.02% | 539 |
|
|
2024
Q2 | $849K | Sell |
18,000
-8,063
| -31% | -$389K | 0.02% | 407 |
|
|
2024
Q1 | $1.43M | Sell |
26,063
-2,781
| -10% | -$140K | 0.04% | 299 |
|
|
2023
Q4 | $1.5M | Sell |
28,844
-797
| -3% | -$43.3K | 0.05% | 268 |
|
|
2023
Q3 | $1.73M | Buy |
29,641
+5,586
| +23% | +$324K | 0.07% | 221 |
|
|
2023
Q2 | $1.15M | Buy |
24,055
+8,087
| +51% | +$386K | 0.05% | 286 |
|
|
2023
Q1 | $784K | Buy |
15,968
+386
| +2% | +$20.5K | 0.04% | 316 |
|
|
2022
Q4 | $833K | Buy |
15,582
+4,315
| +38% | +$215K | 0.05% | 301 |
|
|
2022
Q3 | $404K | Buy |
11,267
+658
| +6% | +$23.9K | 0.03% | 366 |
|
|
2022
Q2 | $379K | Sell |
10,609
-13,794
| -57% | -$575K | 0.03% | 378 |
|
|
2022
Q1 | $1.01M | Buy |
24,403
+11,320
| +87% | +$444K | 0.07% | 233 |
|
|
2021
Q4 | $392K | Buy |
13,083
+1,273
| +11% | +$40.1K | 0.03% | 392 |
|
|
2021
Q3 | $350K | Buy |
11,810
+2,406
| +26% | +$68.9K | 0.03% | 380 |
|
|
2021
Q2 | $301K | Buy |
9,404
+1,025
| +12% | +$31.5K | 0.03% | 406 |
|
|
2021
Q1 | $228K | Buy |
8,379
+768
| +10% | +$20.2K | 0.02% | 440 |
|
|
2020
Q4 | $166K | Buy |
+7,611
| New | +$144K | 0.02% | 435 |
|
|
2018
Q4 | – | Sell |
-4,225
| Closed | -$259K | – | 271 |
|
|
2018
Q3 | $259K | Sell |
4,225
-18
| -0.4% | -$1.16K | 0.06% | 196 |
|
|
2018
Q2 | $286K | Buy |
4,243
+313
| +8% | +$21.5K | 0.09% | 197 |
|
|
2018
Q1 | $256K | Buy |
3,930
+3,722
| +1,789% | +$260K | 0.09% | 144 |
|
|
2017
Q4 | $14K | Sell |
208
-3,615
| -95% | -$234K | 0.01% | 462 |
|
|
2017
Q3 | $269K | Sell |
3,823
-21,848
| -85% | -$1.44M | 0.09% | 172 |
|
|
2017
Q2 | $1.71M | Sell |
25,671
-4,422
| -15% | -$317K | 0.37% | 79 |
|
|
2017
Q1 | $2.36M | Buy |
30,093
+1,678
| +6% | +$137K | 0.5% | 55 |
|
|
2016
Q4 | $2.29M | Buy |
28,415
+11,753
| +71% | +$963K | 0.5% | 60 |
|
|
2016
Q3 | $1.32M | Buy |
16,662
+212
| +1% | +$16.8K | 0.34% | 87 |
|
|
2016
Q2 | $1.31M | Buy |
16,450
+15,434
| +1,519% | +$1.18M | 0.35% | 85 |
|
|
2016
Q1 | $1.16M | Buy |
+1,016
| New | +$71.4K | 0.36% | 72 |
|
Other funds holding SLB
VCM
VPM
Perigon Wealth Management's SLB Position: Q1 2026 in Review
Perigon Wealth Management reduced its SLB Ltd (SLB) stake by 0.61% in Q1 2026, selling an estimated $12K and leaving 40,068 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #373.
Perigon Wealth Management first reported a position in SLB in Q1 2016 and has held it in 33 quarters since. The position peaked at $2.36M in Q1 2017. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.
- Perigon Wealth Management held 40,068 shares of SLB Ltd worth $2.06M as of Q1 2026.
- Perigon Wealth Management sold 247 SLB Ltd shares in Q1 2026, an estimated $12K.
- SLB Ltd made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #373 holding.
- Perigon Wealth Management first reported a position in SLB Ltd in Q1 2016 and has held it in 33 quarters since.
- Perigon Wealth Management's SLB Ltd position peaked at $2.36M in Q1 2017.
- 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.