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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
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 $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

Sage Mountain Advisors's SLB Position: Q1 2026 in Review

Sage Mountain Advisors reduced its SLB Ltd (SLB) stake by 47% in Q1 2026, selling an estimated $293K and leaving 6,749 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #156.

Sage Mountain Advisors first reported a position in SLB in Q1 2023 and has held it in 13 quarters since. The position peaked at $491K in Q4 2025. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Sage Mountain Advisors held 6,749 shares of SLB Ltd worth $347K as of Q1 2026.
  • Sage Mountain Advisors sold 6,041 SLB Ltd shares in Q1 2026, an estimated $293K.
  • SLB Ltd made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #156 holding.
  • Sage Mountain Advisors first reported a position in SLB Ltd in Q1 2023 and has held it in 13 quarters since.
  • Sage Mountain Advisors's SLB Ltd position peaked at $491K in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.