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Private Wealth Asset Management’s SLB Ltd SLB Stock Holding History

Private Wealth Asset Management’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 		$258K Sell
5,029
-12
-0.2% -$582 0.03% 233
2025
Q4 		$193K Buy
5,041
+200
+4% +$7.25K 0.02% 264
2025
Q3 		$166K Sell
4,841
-67
-1% -$2.33K 0.02% 258
2025
Q2 		$166K Sell
4,908
-19
-0.4% -$659 0.02% 258
2025
Q1 		$206K Buy
+4,927
New +$202K 0.03% 229

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

Private Wealth Asset Management's SLB Position: Q1 2026 in Review

Private Wealth Asset Management reduced its SLB Ltd (SLB) stake by 0.24% in Q1 2026, selling an estimated $582 and leaving 5,029 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #233.

Private Wealth Asset Management 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.

  • Private Wealth Asset Management held 5,029 shares of SLB Ltd worth $258K as of Q1 2026.
  • Private Wealth Asset Management sold 12 SLB Ltd shares in Q1 2026, an estimated $582.
  • SLB Ltd made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #233 holding.
  • Private Wealth Asset Management 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 Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.