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Spire Wealth Management’s SLB Ltd SLB Stock Holding History

Spire 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 		$590K Buy
12,688
+2,617
+26% +$140K 0.02% 513
2026
Q1 		$518K Buy
10,071
+10
+0.1% +$485 0.02% 533
2025
Q4 		$386K Buy
10,061
+78
+0.8% +$2.83K 0.01% 604
2025
Q3 		$343K Sell
9,983
-1,474
-13% -$51.3K 0.01% 632
2025
Q2 		$387K Sell
11,457
-54,109
-83% -$1.88M 0.01% 569
2025
Q1 		$2.74M Buy
65,566
+45,616
+229% +$1.87M 0.09% 224
2024
Q4 		$765K Buy
19,950
+3,527
+21% +$148K 0.02% 454
2024
Q3 		$689K Buy
16,423
+42
+0.3% +$1.87K 0.02% 454
2024
Q2 		$773K Sell
16,381
-95,870
-85% -$4.63M 0.03% 398
2024
Q1 		$15.9M Buy
112,251
+1,663
+2% +$83.8K 0.29% 76
2023
Q4 		$5.49M Buy
110,588
+3,243
+3% +$176K 0.18% 127
2023
Q3 		$6.26M Buy
107,345
+92,942
+645% +$5.39M 0.24% 82
2023
Q2 		$707K Sell
14,403
-3,138
-18% -$150K 0.03% 418
2023
Q1 		$861K Buy
17,541
+6,247
+55% +$332K 0.03% 372
2022
Q4 		$604K Buy
11,294
+114
+1% +$5.68K 0.03% 330
2022
Q3 		$401K Sell
11,180
-6,978
-38% -$253K 0.02% 377
2022
Q2 		$649K Sell
18,158
-2,797
-13% -$117K 0.03% 412
2022
Q1 		$866K Buy
20,955
+3,924
+23% +$154K 0.02% 422
2021
Q4 		$510K Buy
17,031
+15,891
+1,394% +$501K 0.01% 696
2021
Q3 		$34K Sell
1,140
-904
-44% -$25.9K ﹤0.01% 1641
2021
Q2 		$65K Sell
2,044
-800
-28% -$24.6K ﹤0.01% 1378
2021
Q1 		$78K Buy
+2,844
New +$74.9K ﹤0.01% 1503

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

Spire Wealth Management's SLB Position: Q2 2026 in Review

Spire Wealth Management increased its SLB Ltd (SLB) stake by 26% in Q2 2026, buying an estimated $140K and bringing the position to 12,688 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #513.

Spire Wealth Management first reported a position in SLB in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.9M in Q1 2024. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Spire Wealth Management held 12,688 shares of SLB Ltd worth $590K as of Q2 2026.
  • Spire Wealth Management bought 2,617 SLB Ltd shares in Q2 2026, an estimated $140K.
  • SLB Ltd made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Spire Wealth Management first reported a position in SLB Ltd in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's SLB Ltd position peaked at $15.9M in Q1 2024.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.