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 $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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Personal CFO Solutions's SLB Position: Q1 2026 in Review

Personal CFO Solutions sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 19,982 shares — an estimated $767K sold.

Personal CFO Solutions first reported a position in SLB in Q3 2020 and held it in 8 quarters. The position peaked at $932K in Q1 2025. 1,697 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Personal CFO Solutions reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 19,982 SLB Ltd shares in Q1 2026, an estimated $767K.
  • Personal CFO Solutions first reported a position in SLB Ltd in Q3 2020 and held it in 8 quarters.
  • Personal CFO Solutions's SLB Ltd position peaked at $932K in Q1 2025.
  • 1,697 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.