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Summit Trail Advisors’s SLB Ltd SLB Stock Holding History

Summit Trail 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
2026
Q1 		$2.88M Buy
56,006
+8,164
+17% +$396K 0.04% 323
2025
Q4 		$1.85M Buy
47,842
+3,264
+7% +$118K 0.03% 455
2025
Q3 		$1.54M Buy
44,578
+20,368
+84% +$709K 0.02% 585
2025
Q2 		$828K Buy
+24,210
New +$840K 0.01% 544
2024
Q4 		– Sell
-15,391
Closed -$650K – 704
2024
Q3 		$650K Sell
15,391
-990
-6% -$44.1K 0.02% 347
2024
Q2 		$777K Buy
16,381
+4,898
+43% +$236K 0.02% 280
2024
Q1 		$632K Buy
11,483
+949
+9% +$47.8K 0.02% 294
2023
Q4 		$551K Sell
10,534
-2,413
-19% -$131K 0.02% 265
2023
Q3 		$758K Buy
12,947
+1,586
+14% +$92K 0.03% 204
2023
Q2 		$562K Buy
11,361
+5,716
+101% +$273K 0.02% 243
2023
Q1 		$278K Buy
5,645
+1,506
+36% +$80K 0.01% 331
2022
Q4 		$222K Buy
+4,139
New +$206K 0.01% 342
2018
Q2 		– Sell
-63,908
Closed -$3.46M – 649
2018
Q1 		$3.46M Buy
63,908
+14,048
+28% +$981K 0.59% 35
2017
Q4 		$3.81M Buy
+49,860
New +$3.23M 0.48% 36

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 Trail Advisors's SLB Position: Q1 2026 in Review

Summit Trail Advisors increased its SLB Ltd (SLB) stake by 17% in Q1 2026, buying an estimated $396K and bringing the position to 56,006 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #323.

Summit Trail Advisors first reported a position in SLB in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.81M in Q4 2017. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Summit Trail Advisors held 56,006 shares of SLB Ltd worth $2.88M as of Q1 2026.
  • Summit Trail Advisors bought 8,164 SLB Ltd shares in Q1 2026, an estimated $396K.
  • SLB Ltd made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #323 holding.
  • Summit Trail Advisors first reported a position in SLB Ltd in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's SLB Ltd position peaked at $3.81M in Q4 2017.
  • 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.