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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
Q2 		$234K Hold
5,029
– – 0.02% 250
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 $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

Private Wealth Asset Management's SLB Position: Q2 2026 in Review

Private Wealth Asset Management held its SLB Ltd (SLB) position steady in Q2 2026 at 5,029 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #250.

Private Wealth Asset Management first reported a position in SLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Private Wealth Asset Management held 5,029 shares of SLB Ltd worth $234K as of Q2 2026.
  • Private Wealth Asset Management left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #250 holding.
  • Private Wealth Asset Management first reported a position in SLB Ltd in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's SLB Ltd position peaked at $258K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.