Philip James Wealth Mangement’s SLB Ltd SLB Stock Holding History

Philip James Wealth Mangement’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	$2.68M	Buy	52,148 +369	+0.7%	+$17.9K	0.31%	60
2025 Q4	$1.99M	Buy	51,779 +1,242	+2%	+$45K	0.23%	68
2025 Q3	$1.74M	Buy	50,537 +26,993	+115%	+$939K	0.2%	73
2025 Q2	$796K	Buy	23,544 +17,697	+303%	+$614K	0.1%	92
2025 Q1	$244K	Buy	+5,847	New	+$240K	0.03%	149

Other funds holding SLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Philip James Wealth Mangement's SLB Position: Q1 2026 in Review

Philip James Wealth Mangement increased its SLB Ltd (SLB) stake by 0.71% in Q1 2026, buying an estimated $17.9K and bringing the position to 52,148 shares worth $2.68M. The position accounts for 0.31% of the portfolio, ranked #60.

Philip James Wealth Mangement first reported a position in SLB in Q1 2025 and has held it in 5 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Philip James Wealth Mangement held 52,148 shares of SLB Ltd worth $2.68M as of Q1 2026.
Philip James Wealth Mangement bought 369 SLB Ltd shares in Q1 2026, an estimated $17.9K.
SLB Ltd made up 0.31% of Philip James Wealth Mangement's portfolio in Q1 2026, its #60 holding.
Philip James Wealth Mangement first reported a position in SLB Ltd in Q1 2025 and has held it in 5 quarters since.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.