SWIM
SLB icon

Smallwood Wealth Investment Management’s SLB Ltd SLB Stock Holding History

Smallwood Wealth Investment 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 		$50.9K Sell
990
-68
-6% -$3.3K 0.03% 182
2025
Q4 		$40.6K Buy
1,058
+1
+0.1% +$36 0.02% 192
2025
Q3 		$36.4K Sell
1,057
-24
-2% -$835 0.02% 212
2025
Q2 		$36.5K Buy
1,081
+25
+2% +$867 0.02% 199
2025
Q1 		$44.2K Buy
+1,056
New +$43.3K 0.03% 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

Smallwood Wealth Investment Management's SLB Position: Q1 2026 in Review

Smallwood Wealth Investment Management reduced its SLB Ltd (SLB) stake by 6.4% in Q1 2026, selling an estimated $3.3K and leaving 990 shares worth $50.9K. The position accounts for 0.03% of the portfolio, ranked #182.

Smallwood Wealth Investment Management first reported a position in SLB in Q1 2025 and has held it in 5 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Smallwood Wealth Investment Management held 990 shares of SLB Ltd worth $50.9K as of Q1 2026.
  • Smallwood Wealth Investment Management sold 68 SLB Ltd shares in Q1 2026, an estimated $3.3K.
  • SLB Ltd made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q1 2026, its #182 holding.
  • Smallwood Wealth Investment Management first reported a position in SLB Ltd in Q1 2025 and has held it in 5 quarters since.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.