Strategic Wealth Partners’s SLB Ltd SLB Stock Holding History

Strategic Wealth Partners’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	$134K	Buy	2,601 +904	+53%	+$43.9K	0.01%	357
2025 Q4	$65.1K	Buy	1,697 +1,195	+238%	+$43.3K	﹤0.01%	471
2025 Q3	$17.3K	Sell	502 -473	-49%	-$16.5K	﹤0.01%	763
2025 Q2	$33K	Buy	+975	New	+$33.8K	﹤0.01%	568
2019 Q4	–	Sell	-481	Closed	-$15	–	441
2019 Q3	$15	Sell	481 -111	-19%	-$4.06K	﹤0.01%	433
2019 Q2	$23K	Sell	592 -52	-8%	-$2.1K	0.01%	316
2019 Q1	$28K	Sell	644 -104	-14%	-$4.5K	0.01%	307
2018 Q4	$31K	Sell	748 -17,192	-96%	-$848K	0.02%	283
2018 Q3	$1.09M	Buy	17,940 +2,097	+13%	+$135K	0.58%	56
2018 Q2	$1.06M	Buy	15,843 +1,639	+12%	+$113K	0.62%	44
2018 Q1	$920K	Buy	14,204 +2,668	+23%	+$186K	0.47%	73
2017 Q4	$772K	Buy	+11,536	New	+$747K	0.43%	83

Other funds holding SLB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Strategic Wealth Partners's SLB Position: Q1 2026 in Review

Strategic Wealth Partners increased its SLB Ltd (SLB) stake by 53% in Q1 2026, buying an estimated $43.9K and bringing the position to 2,601 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #357.

Strategic Wealth Partners first reported a position in SLB in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2018. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Strategic Wealth Partners held 2,601 shares of SLB Ltd worth $134K as of Q1 2026.
Strategic Wealth Partners bought 904 SLB Ltd shares in Q1 2026, an estimated $43.9K.
SLB Ltd made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #357 holding.
Strategic Wealth Partners first reported a position in SLB Ltd in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's SLB Ltd position peaked at $1.09M in Q3 2018.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

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