SS&H Financial Advisors’s SLB Ltd SLB Stock Holding History

SS&H Financial 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
2025 Q4	$1.99M	Buy	51,886 +600	+1%	+$21.8K	0.58%	44
2025 Q3	$1.76M	Sell	51,286 -5,400	-10%	-$188K	0.54%	47
2025 Q2	$1.92M	Buy	56,686 +5,260	+10%	+$182K	0.64%	42
2025 Q1	$2.15M	Buy	51,426 +9,135	+22%	+$374K	0.8%	35
2024 Q4	$1.62M	Buy	42,291 +4,750	+13%	+$199K	0.59%	45
2024 Q3	$1.57M	Buy	37,541 +5,100	+16%	+$227K	0.57%	45
2024 Q2	$1.53M	Buy	32,441 +23,900	+280%	+$1.15M	0.6%	43
2024 Q1	$468K	Buy	8,541 +490	+6%	+$24.7K	0.19%	88
2023 Q4	$419K	Hold	8,051	–	–	0.18%	94
2023 Q3	$469K	Buy	+8,051	New	+$467K	0.22%	88
2023 Q1	$395K	Hold	8,051	–	–	0.18%	99
2022 Q4	$430K	Hold	8,051	–	–	0.21%	91
2022 Q3	$289K	Hold	8,051	–	–	0.15%	103
2022 Q2	$288K	Sell	8,051 -1,000	-11%	-$41.7K	0.13%	108
2022 Q1	$374K	Buy	+9,051	New	+$355K	0.15%	108

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

SS&H Financial Advisors's SLB Position: Q4 2025 in Review

SS&H Financial Advisors increased its SLB Ltd (SLB) stake by 1.2% in Q4 2025, buying an estimated $21.8K and bringing the position to 51,886 shares worth $1.99M. The position accounts for 0.58% of the portfolio, ranked #44.

SS&H Financial Advisors first reported a position in SLB in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.15M in Q1 2025. 1,561 funds tracked by Wall St. Rank hold SLB as of Q4 2025.

SS&H Financial Advisors held 51,886 shares of SLB Ltd worth $1.99M as of Q4 2025.
SS&H Financial Advisors bought 600 SLB Ltd shares in Q4 2025, an estimated $21.8K.
SLB Ltd made up 0.58% of SS&H Financial Advisors's portfolio in Q4 2025, its #44 holding.
SS&H Financial Advisors first reported a position in SLB Ltd in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's SLB Ltd position peaked at $2.15M in Q1 2025.
1,561 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.