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SFMG Wealth Advisors’s SLB Ltd SLB Stock Holding History

SFMG Wealth 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 		$5.2M Buy
101,103
+1,311
+1% +$63.6K 0.35% 39
2025
Q4 		$3.83M Sell
99,792
-8,415
-8% -$305K 0.26% 50
2025
Q3 		$3.72M Buy
108,207
+5,195
+5% +$181K 0.26% 50
2025
Q2 		$3.48M Buy
103,012
+2,052
+2% +$71.2K 0.26% 52
2025
Q1 		$4.22M Buy
100,960
+9,314
+10% +$382K 0.33% 43
2024
Q4 		$3.51M Buy
91,646
+3,248
+4% +$136K 0.28% 49
2024
Q3 		$3.71M Buy
88,398
+3,478
+4% +$155K 0.3% 42
2024
Q2 		$4.01M Buy
84,920
+3,839
+5% +$185K 0.35% 40
2024
Q1 		$4.44M Buy
81,081
+77,002
+1,888% +$3.88M 0.38% 40
2023
Q4 		$212K Buy
4,079
+16
+0.4% +$870 0.02% 233
2023
Q3 		$237K Buy
+4,063
New +$236K 0.02% 206
2023
Q1 		– Sell
-3,970
Closed -$212K – 277
2022
Q4 		$212K Buy
+3,970
New +$198K 0.02% 223
2015
Q2 		– Sell
-3,557
Closed -$297K – 160
2015
Q1 		$297K Sell
3,557
-6,999
-66% -$583K 0.02% 133
2014
Q4 		$902K Buy
+10,556
New +$971K 0.2% 61

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

SFMG Wealth Advisors's SLB Position: Q1 2026 in Review

SFMG Wealth Advisors increased its SLB Ltd (SLB) stake by 1.3% in Q1 2026, buying an estimated $63.6K and bringing the position to 101,103 shares worth $5.2M. The position accounts for 0.35% of the portfolio, ranked #39.

SFMG Wealth Advisors first reported a position in SLB in Q4 2014 and has held it in 14 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • SFMG Wealth Advisors held 101,103 shares of SLB Ltd worth $5.2M as of Q1 2026.
  • SFMG Wealth Advisors bought 1,311 SLB Ltd shares in Q1 2026, an estimated $63.6K.
  • SLB Ltd made up 0.35% of SFMG Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • SFMG Wealth Advisors first reported a position in SLB Ltd in Q4 2014 and has held it in 14 quarters since.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.