TRB Wealth Management’s SLB Ltd SLB Stock Holding History

TRB 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
2026 Q2	$329K	Buy	7,075 +1,035	+17%	+$55.5K	0.04%	198
2026 Q1	$312K	Buy	+6,040	New	+$293K	0.04%	205

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRB Wealth Management's SLB Position: Q2 2026 in Review

TRB Wealth Management increased its SLB Ltd (SLB) stake by 17% in Q2 2026, buying an estimated $55.5K and bringing the position to 7,075 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #198.

TRB Wealth Management first reported a position in SLB in Q1 2026 and has held it in 2 quarters since. 1,684 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

TRB Wealth Management held 7,075 shares of SLB Ltd worth $329K as of Q2 2026.
TRB Wealth Management bought 1,035 SLB Ltd shares in Q2 2026, an estimated $55.5K.
SLB Ltd made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #198 holding.
TRB Wealth Management first reported a position in SLB Ltd in Q1 2026 and has held it in 2 quarters since.
1,684 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.