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

Schrum Private Wealth 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 		$456K Sell
9,669
-469
-5% -$25.1K 0.47% 59
2026
Q1 		$521K Buy
10,138
+63
+0.6% +$3.06K 0.4% 69
2025
Q4 		$387K Buy
10,075
+84
+0.8% +$3.04K 0.29% 83
2025
Q3 		$343K Buy
9,991
+74
+0.7% +$2.58K 0.25% 93
2025
Q2 		$335K Buy
9,917
+69
+0.7% +$2.39K 0.27% 89
2025
Q1 		$412K Buy
9,848
+67
+0.7% +$2.75K 0.36% 73
2024
Q4 		$375K Sell
9,781
-9,667
-50% -$406K 0.32% 79
2024
Q3 		$816K Buy
19,448
+7,279
+60% +$324K 0.42% 59
2024
Q2 		$574K Buy
12,169
+47
+0.4% +$2.27K 0.52% 54
2024
Q1 		$664K Buy
12,122
+2,646
+28% +$133K 0.6% 48
2023
Q4 		$493K Sell
9,476
-2,460
-21% -$134K 0.7% 43
2023
Q3 		$696K Buy
11,936
+39
+0.3% +$2.26K 0.79% 39
2023
Q2 		$584K Buy
11,897
+46
+0.4% +$2.19K 0.63% 47
2023
Q1 		$582K Buy
11,851
+27
+0.2% +$1.43K 0.67% 45
2022
Q4 		$632K Buy
11,824
+37
+0.3% +$1.84K 0.75% 36
2022
Q3 		$423K Buy
11,787
+49
+0.4% +$1.78K 0.53% 57
2022
Q2 		$420K Buy
11,738
+1
+0% +$42 0.47% 61
2022
Q1 		$469K Buy
11,737
+750
+7% +$29.4K 0.47% 65
2021
Q4 		$329K Buy
+10,987
New +$346K 0.3% 89

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

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

Schrum Private Wealth Management reduced its SLB Ltd (SLB) stake by 4.6% in Q2 2026, selling an estimated $25.1K and leaving 9,669 shares worth $456K. The position accounts for 0.47% of the portfolio, ranked #59.

Schrum Private Wealth Management first reported a position in SLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $816K in Q3 2024. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Schrum Private Wealth Management held 9,669 shares of SLB Ltd worth $456K as of Q2 2026.
  • Schrum Private Wealth Management sold 469 SLB Ltd shares in Q2 2026, an estimated $25.1K.
  • SLB Ltd made up 0.47% of Schrum Private Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Schrum Private Wealth Management first reported a position in SLB Ltd in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's SLB Ltd position peaked at $816K in Q3 2024.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.