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Summit Financial’s SLB Ltd SLB Stock Holding History

Summit Financial’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 		$1.49M Buy
28,776
+1,315
+5% +$63.8K 0.02% 653
2025
Q4 		$1.06M Buy
27,461
+1,771
+7% +$64.2K 0.02% 652
2025
Q3 		$883K Buy
25,690
+3,072
+14% +$107K 0.01% 692
2025
Q2 		$771K Sell
22,618
-772
-3% -$26.8K 0.02% 469
2025
Q1 		$978K Sell
23,390
-6,333
-21% -$260K 0.03% 379
2024
Q4 		$1.15M Buy
29,723
+10,173
+52% +$427K 0.04% 291
2024
Q3 		$825K Buy
19,550
+38
+0.2% +$1.69K 0.03% 295
2024
Q2 		$926K Buy
19,512
+10,339
+113% +$499K 0.04% 241
2024
Q1 		$505K Sell
9,173
-477
-5% -$24K 0.03% 250
2023
Q4 		$505K Buy
9,650
+419
+5% +$22.8K 0.03% 245
2023
Q3 		$540K Sell
9,231
-486
-5% -$28.2K 0.04% 227
2023
Q2 		$480K Buy
9,717
+1,145
+13% +$54.6K 0.04% 230
2023
Q1 		$423K Buy
8,572
+929
+12% +$49.3K 0.04% 188
2022
Q4 		$409K Buy
+7,643
New +$381K 0.04% 184

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

Summit Financial's SLB Position: Q1 2026 in Review

Summit Financial increased its SLB Ltd (SLB) stake by 4.8% in Q1 2026, buying an estimated $63.8K and bringing the position to 28,776 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #653.

Summit Financial first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Summit Financial held 28,776 shares of SLB Ltd worth $1.49M as of Q1 2026.
  • Summit Financial bought 1,315 SLB Ltd shares in Q1 2026, an estimated $63.8K.
  • SLB Ltd made up 0.02% of Summit Financial's portfolio in Q1 2026, its #653 holding.
  • Summit Financial first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
  • 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.