PCS
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Personal CFO Solutions’s SLB Ltd SLB Stock Holding History

Personal CFO Solutions’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 		– Sell
-19,982
Closed -$767K – 560
2025
Q4 		$767K Sell
19,982
-1,113
-5% -$40.3K 0.12% 159
2025
Q3 		$725K Buy
21,095
+375
+2% +$13K 0.13% 166
2025
Q2 		$700K Sell
20,720
-1,567
-7% -$54.4K 0.13% 167
2025
Q1 		$932K Sell
22,287
-758
-3% -$31.1K 0.19% 108
2024
Q4 		$884K Buy
+23,045
New +$967K 0.17% 114
2024
Q2 		– Sell
-4,504
Closed -$247K – 595
2024
Q1 		$247K Buy
+4,504
New +$227K 0.04% 450
2021
Q1 		– Sell
-11,944
Closed -$261K – 448
2020
Q4 		$261K Buy
11,944
+10
+0.1% +$189 0.06% 277
2020
Q3 		$0 Buy
+11,934
New +$222K ﹤0.01% 300

Other funds holding SLB

BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return