SHP Wealth Management’s SLB Ltd SLB Stock Holding History

SHP 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 Q1	$113K	Buy	2,201 +159	+8%	+$7.72K	0.01%	361
2025 Q4	$78.4K	Buy	+2,042	New	+$74K	0.01%	391

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's SLB Position: Q1 2026 in Review

SHP Wealth Management increased its SLB Ltd (SLB) stake by 7.8% in Q1 2026, buying an estimated $7.72K and bringing the position to 2,201 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #361.

SHP Wealth Management first reported a position in SLB in Q4 2025 and has held it in 2 quarters since. 1,690 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

SHP Wealth Management held 2,201 shares of SLB Ltd worth $113K as of Q1 2026.
SHP Wealth Management bought 159 SLB Ltd shares in Q1 2026, an estimated $7.72K.
SLB Ltd made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #361 holding.
SHP Wealth Management first reported a position in SLB Ltd in Q4 2025 and has held it in 2 quarters since.
1,690 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.