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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
2025
Q4 		– Hold
0
– -$331K – 1365
2025
Q3 		– Hold
0
– – – 1179

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.