TWM
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Tradition Wealth Management’s SLB Ltd SLB Stock Holding History

Tradition Wealth 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
2025
Q2 		– Sell
-5,019
Closed -$210K – 472
2025
Q1 		$210K Buy
+5,019
New +$206K 0.02% 401
2024
Q2 		– Sell
-4,095
Closed -$224K – 416
2024
Q1 		$224K Buy
4,095
+638
+18% +$32.2K 0.02% 352
2023
Q4 		$180K Buy
3,457
+50
+1% +$2.72K 0.02% 342
2023
Q3 		$199K Buy
3,407
+76
+2% +$4.41K 0.02% 311
2023
Q2 		$164K Buy
3,331
+673
+25% +$32.1K 0.02% 341
2023
Q1 		$130K Buy
2,658
+1,453
+121% +$77.2K 0.02% 369
2022
Q4 		$64K Buy
1,205
+65
+6% +$3.24K 0.01% 477
2022
Q3 		$41K Buy
+1,140
New +$41.3K 0.01% 561

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tradition Wealth Management's SLB Position: Q2 2025 in Review

Tradition Wealth Management sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 5,019 shares — an estimated $210K sold.

Tradition Wealth Management first reported a position in SLB in Q3 2022 and held it in 8 quarters. The position peaked at $224K in Q1 2024. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Tradition Wealth Management reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 5,019 SLB Ltd shares in Q2 2025, an estimated $210K.
  • Tradition Wealth Management first reported a position in SLB Ltd in Q3 2022 and held it in 8 quarters.
  • Tradition Wealth Management's SLB Ltd position peaked at $224K in Q1 2024.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.