Telemark Asset Management’s SLB Ltd SLB Stock Holding History

Telemark Asset 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 Q1	$30.8M	Buy	+600,000	New	+$29.1M	2.85%	8
2023 Q4	–	Sell	-500,000	Closed	-$29.1M	–	57
2023 Q3	$29.1M	Buy	500,000 +250,000	+100%	+$14.5M	4.42%	6
2023 Q2	$12.3M	Sell	250,000 -250,000	-50%	-$11.9M	1.67%	21
2023 Q1	$24.6M	Hold	500,000	–	–	3.65%	10
2022 Q4	$26.7M	Buy	+500,000	New	+$24.9M	4.05%	7
2022 Q2	–	Sell	-350,000	Closed	-$14.5M	–	57
2022 Q1	$14.5M	Buy	+350,000	New	+$13.7M	1.28%	34
2021 Q3	–	Sell	-500,000	Closed	-$16M	–	70
2021 Q2	$16M	Buy	+500,000	New	+$15.4M	1.28%	29
2020 Q1	–	Sell	-600,000	Closed	-$24.1M	–	62
2019 Q4	$24.1M	Sell	600,000 -400,000	-40%	-$14.3M	3.5%	5
2019 Q3	$34.2M	Buy	1,000,000 +300,000	+43%	+$11M	5.34%	3
2019 Q2	$27.8M	Sell	700,000 -300,000	-30%	-$12.1M	3.19%	10
2019 Q1	$43.6M	Buy	+1,000,000	New	+$43.2M	5.5%	6
2013 Q4	–	Sell	-20,000	Closed	-$1.77M	–	60
2013 Q3	$1.77M	Buy	+20,000	New	+$1.64M	0.53%	46

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

Telemark Asset Management's SLB Position: Q1 2026 in Review

Telemark Asset Management opened a new position in SLB Ltd (SLB) in Q1 2026: 600,000 shares worth $30.8M. The stake represents 2.85% of the portfolio and ranks #8 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in SLB as recently as Q3 2023.

Telemark Asset Management first reported a position in SLB in Q3 2013 and has held it in 12 quarters since. The position peaked at $43.6M in Q1 2019. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Telemark Asset Management held 600,000 shares of SLB Ltd worth $30.8M as of Q1 2026.
SLB Ltd was a new Telemark Asset Management position in Q1 2026.
SLB Ltd made up 2.85% of Telemark Asset Management's portfolio in Q1 2026, its #8 holding.
Telemark Asset Management first reported a position in SLB Ltd in Q3 2013 and has held it in 12 quarters since.
Telemark Asset Management's SLB Ltd position peaked at $43.6M in Q1 2019.
1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.