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Pinnacle Wealth Planning Services’s SLB Ltd SLB Stock Holding History

Pinnacle Wealth Planning Services’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 		$194K Sell
4,174
-209
-5% -$11.2K 0.02% 533
2026
Q1 		$225K Buy
4,383
+198
+5% +$9.61K 0.02% 434
2025
Q4 		$161K Buy
+4,185
New +$152K 0.02% 555
2024
Q4 		– Sell
-7,708
Closed -$323K – 537
2024
Q3 		$323K Sell
7,708
-60
-0.8% -$2.67K 0.04% 287
2024
Q2 		$366K Sell
7,768
-260
-3% -$12.6K 0.05% 234
2024
Q1 		$440K Buy
8,028
+96
+1% +$4.84K 0.06% 211
2023
Q4 		$413K Sell
7,932
-114
-1% -$6.2K 0.06% 205
2023
Q3 		$469K Sell
8,046
-23
-0.3% -$1.33K 0.08% 174
2023
Q2 		$396K Sell
8,069
-287
-3% -$13.7K 0.06% 208
2023
Q1 		$410K Buy
8,356
+310
+4% +$16.5K 0.07% 206
2022
Q4 		$430K Buy
8,046
+265
+3% +$13.2K 0.08% 191
2022
Q3 		$279K Buy
+7,781
New +$282K 0.05% 255
2022
Q2 		– Sell
-5,893
Closed -$243K – 470
2022
Q1 		$243K Buy
+5,893
New +$231K 0.04% 323
2021
Q1 		– Sell
-2,241
Closed -$49K – 1682
2020
Q4 		$49K Buy
+2,241
New +$42.3K 0.01% 809
2018
Q4 		– Sell
-5,491
Closed -$335K – 185
2018
Q3 		$335K Sell
5,491
-298
-5% -$19.2K 0.31% 106
2018
Q2 		$388K Buy
5,789
+219
+4% +$15K 0.38% 89
2018
Q1 		$361K Buy
5,570
+5,143
+1,204% +$359K 0.37% 92
2017
Q4 		$29K Buy
+427
New +$27.7K 0.06% 139

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

Pinnacle Wealth Planning Services's SLB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its SLB Ltd (SLB) stake by 4.8% in Q2 2026, selling an estimated $11.2K and leaving 4,174 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #533.

Pinnacle Wealth Planning Services first reported a position in SLB in Q4 2017 and has held it in 18 quarters since. The position peaked at $469K in Q3 2023. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,174 shares of SLB Ltd worth $194K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 209 SLB Ltd shares in Q2 2026, an estimated $11.2K.
  • SLB Ltd made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #533 holding.
  • Pinnacle Wealth Planning Services first reported a position in SLB Ltd in Q4 2017 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's SLB Ltd position peaked at $469K in Q3 2023.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.