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Synergy Investment Management’s SLB Ltd SLB Stock Holding History

Synergy Investment Management’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
Q2 		$62.3K Buy
1,327
+440
+50% +$23.6K 0.02% 345
2026
Q1 		$45.6K Buy
+887
New +$43.1K 0.01% 295
2025
Q2 		– Sell
-225
Closed -$9.4K – 484
2025
Q1 		$9.4K Hold
225
– – ﹤0.01% 394
2024
Q4 		$8.63K Buy
+225
New +$9.45K ﹤0.01% 405

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

Synergy Investment Management's SLB Position: Q2 2026 in Review

Synergy Investment Management increased its SLB Ltd (SLB) stake by 50% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,327 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #345.

Synergy Investment Management first reported a position in SLB in Q4 2024 and has held it in 4 quarters since. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Synergy Investment Management held 1,327 shares of SLB Ltd worth $62.3K as of Q2 2026.
  • Synergy Investment Management bought 440 SLB Ltd shares in Q2 2026, an estimated $23.6K.
  • SLB Ltd made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #345 holding.
  • Synergy Investment Management first reported a position in SLB Ltd in Q4 2024 and has held it in 4 quarters since.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.