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	-120	Closed	-$384K	–	875
2021 Q2	$384K	Buy	+120	New	+$3.69K	0.03%	454
2020 Q1	–	Sell	-100	Closed	-$402K	–	454
2019 Q4	$402K	Sell	100 -30	-23%	-$1.07K	0.03%	312
2019 Q3	$444K	Buy	+130	New	+$4.75K	0.04%	213
2018 Q2	–	Sell	-32	Closed	-$207K	–	249
2018 Q1	$207K	Buy	+32	New	+$2.23K	0.05%	136
2016 Q1	–	Sell	-239	Closed	-$4K	–	307
2015 Q4	$4K	Buy	+239	New	+$17.9K	﹤0.01%	248
2014 Q4	–	Sell	-46	Closed	-$1K	–	717
2014 Q3	$1K	Buy	+46	New	+$5.01K	﹤0.01%	651

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

Summit Securities Group's SLB Position: Q1 2026 in Review

Summit Securities Group reduced its SLB Ltd (SLB) stake by 53% in Q1 2026, selling an estimated $57K and leaving 1,046 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #378.

Summit Securities Group first reported a position in SLB in Q3 2013 and has held it in 27 quarters since. The position peaked at $2.33M in Q2 2021. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Summit Securities Group held 1,046 shares of SLB Ltd worth $53.8K as of Q1 2026.
Summit Securities Group sold 1,174 SLB Ltd shares in Q1 2026, an estimated $57K.
SLB Ltd made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #378 holding.
Summit Securities Group first reported a position in SLB Ltd in Q3 2013 and has held it in 27 quarters since.
Summit Securities Group's SLB Ltd position peaked at $2.33M in Q2 2021.
1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.