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Physician Wealth Advisors’s SLB Ltd SLB Stock Holding History

Physician Wealth Advisors’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 		$124K Buy
2,406
+53
+2% +$2.57K 0.02% 247
2025
Q4 		$90.3K Buy
2,353
+62
+3% +$2.25K 0.01% 291
2025
Q3 		$78.7K Buy
2,291
+71
+3% +$2.47K 0.01% 304
2025
Q2 		$75K Sell
2,220
-32
-1% -$1.11K 0.01% 294
2025
Q1 		$94.1K Hold
2,252
– – 0.02% 264
2024
Q4 		$86.3K Buy
+2,252
New +$94.5K 0.01% 274

Other funds holding SLB

BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return

Physician Wealth Advisors's SLB Position: Q1 2026 in Review

Physician Wealth Advisors increased its SLB Ltd (SLB) stake by 2.3% in Q1 2026, buying an estimated $2.57K and bringing the position to 2,406 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #247.

Physician Wealth Advisors first reported a position in SLB in Q4 2024 and has held it in 6 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Physician Wealth Advisors held 2,406 shares of SLB Ltd worth $124K as of Q1 2026.
  • Physician Wealth Advisors bought 53 SLB Ltd shares in Q1 2026, an estimated $2.57K.
  • SLB Ltd made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #247 holding.
  • Physician Wealth Advisors first reported a position in SLB Ltd in Q4 2024 and has held it in 6 quarters since.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.