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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
Q2 		$2.11M Sell
45,436
-6,712
-13% -$360K 0.24% 68
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
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

Philip James Wealth Mangement's SLB Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its SLB Ltd (SLB) stake by 13% in Q2 2026, selling an estimated $360K and leaving 45,436 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #68.

Philip James Wealth Mangement first reported a position in SLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Philip James Wealth Mangement held 45,436 shares of SLB Ltd worth $2.11M as of Q2 2026.
  • Philip James Wealth Mangement sold 6,712 SLB Ltd shares in Q2 2026, an estimated $360K.
  • SLB Ltd made up 0.24% of Philip James Wealth Mangement's portfolio in Q2 2026, its #68 holding.
  • Philip James Wealth Mangement first reported a position in SLB Ltd in Q1 2025 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's SLB Ltd position peaked at $2.68M in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.