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

Private Wealth Management Group’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 		$11.3K Hold
219
– – ﹤0.01% 492
2025
Q4 		$8.41K Sell
219
-34
-13% -$1.23K ﹤0.01% 568
2025
Q3 		$8.7K Buy
253
+34
+16% +$1.18K ﹤0.01% 566
2025
Q2 		$7.4K Buy
219
+140
+177% +$4.86K ﹤0.01% 598
2025
Q1 		$3.3K Sell
79
-93
-54% -$3.81K ﹤0.01% 885
2024
Q4 		$6.59K Buy
172
+145
+537% +$6.09K ﹤0.01% 631
2024
Q3 		$1.13K Sell
27
-27
-50% -$1.2K ﹤0.01% 1243
2024
Q2 		$2.55K Sell
54
-9
-14% -$434 ﹤0.01% 965
2024
Q1 		$3.45K Buy
63
+9
+17% +$454 ﹤0.01% 762
2023
Q4 		$2.81K Buy
+54
New +$2.94K ﹤0.01% 830

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 Management Group's SLB Position: Q1 2026 in Review

Private Wealth Management Group held its SLB Ltd (SLB) position steady in Q1 2026 at 219 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Private Wealth Management Group first reported a position in SLB in Q4 2023 and has held it in 10 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Private Wealth Management Group held 219 shares of SLB Ltd worth $11.3K as of Q1 2026.
  • Private Wealth Management Group left its SLB Ltd share count unchanged in Q1 2026.
  • SLB Ltd made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #492 holding.
  • Private Wealth Management Group first reported a position in SLB Ltd in Q4 2023 and has held it in 10 quarters since.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.