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Sage Mountain Advisors’s SLB Ltd SLB Stock Holding History

Sage Mountain 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
Q2 		– Sell
-6,749
Closed -$347K – 316
2026
Q1 		$347K Sell
6,749
-6,041
-47% -$293K 0.02% 156
2025
Q4 		$491K Buy
12,790
+6,920
+118% +$251K 0.03% 278
2025
Q3 		$202K Sell
5,870
-2,758
-32% -$96K 0.01% 464
2025
Q2 		$292K Sell
8,628
-2,845
-25% -$98.7K 0.02% 330
2025
Q1 		$480K Buy
11,473
+2,873
+33% +$118K 0.04% 231
2024
Q4 		$330K Buy
8,600
+1,347
+19% +$56.5K 0.02% 275
2024
Q3 		$304K Sell
7,253
-92
-1% -$4.1K 0.03% 284
2024
Q2 		$347K Buy
7,345
+354
+5% +$17.1K 0.03% 228
2024
Q1 		$383K Buy
6,991
+560
+9% +$28.2K 0.04% 199
2023
Q4 		$335K Sell
6,431
-7
-0.1% -$380 0.04% 185
2023
Q3 		$375K Buy
6,438
+364
+6% +$21.1K 0.05% 151
2023
Q2 		$298K Buy
6,074
+106
+2% +$5.05K 0.04% 179
2023
Q1 		$293K Buy
+5,968
New +$317K 0.05% 172

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

Sage Mountain Advisors's SLB Position: Q2 2026 in Review

Sage Mountain Advisors sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 6,749 shares — an estimated $347K sold.

Sage Mountain Advisors first reported a position in SLB in Q1 2023 and held it in 13 quarters. The position peaked at $491K in Q4 2025. 1,698 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Sage Mountain Advisors reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,749 SLB Ltd shares in Q2 2026, an estimated $347K.
  • Sage Mountain Advisors first reported a position in SLB Ltd in Q1 2023 and held it in 13 quarters.
  • Sage Mountain Advisors's SLB Ltd position peaked at $491K in Q4 2025.
  • 1,698 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.