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Summit Securities Group’s SLB Ltd SLB Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-220
Closed -$704K – 874
2021
Q2 		$704K Buy
+220
New +$6.76K 0.06% 312
2020
Q1 		– Sell
-100
Closed -$402K – 453
2019
Q4 		$402K Hold
100
– – 0.03% 311
2019
Q3 		$342K Buy
+100
New +$3.65K 0.03% 239
2019
Q2 		– Sell
-120
Closed -$523K – 384
2019
Q1 		$523K Sell
120
-413
-77% -$17.9K 0.1% 111
2018
Q4 		$1.92M Buy
+533
New +$26.3K 0.17% 87

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

Summit Securities Group's SLB Position: Q2 2026 in Review

Summit Securities Group reduced its SLB Ltd (SLB) stake by 67% in Q2 2026, selling an estimated $37.5K and leaving 346 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Summit Securities Group first reported a position in SLB in Q3 2013 and has held it in 28 quarters since. The position peaked at $2.33M in Q2 2021. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Summit Securities Group held 346 shares of SLB Ltd worth $16.1K as of Q2 2026.
  • Summit Securities Group sold 700 SLB Ltd shares in Q2 2026, an estimated $37.5K.
  • SLB Ltd made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #767 holding.
  • Summit Securities Group first reported a position in SLB Ltd in Q3 2013 and has held it in 28 quarters since.
  • Summit Securities Group's SLB Ltd position peaked at $2.33M in Q2 2021.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.