TritonPoint Wealth’s SLB Ltd SLB Stock Holding History

TritonPoint Wealth’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	$651K	Sell	12,605 -2,910	-19%	-$141K	0.07%	150
2025 Q4	$600K	Sell	15,515 -1,707	-10%	-$61.9K	0.06%	160
2025 Q3	$597K	Buy	17,222 +2,908	+20%	+$101K	0.05%	204
2025 Q2	$489K	Sell	14,314 -5,968	-29%	-$207K	0.05%	217
2025 Q1	$854K	Sell	20,282 -1,120	-5%	-$45.9K	0.08%	169
2024 Q4	$828K	Sell	21,402 -14,601	-41%	-$613K	0.08%	170
2024 Q3	$1.53M	Sell	36,003 -5,718	-14%	-$255K	0.14%	127
2024 Q2	$1.98M	Sell	41,721 -11,040	-21%	-$533K	0.19%	113
2024 Q1	$2.73M	Buy	52,761 +269	+0.5%	+$13.6K	0.29%	84
2023 Q4	$2.75M	Buy	+52,492	New	+$2.85M	0.27%	89

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

TritonPoint Wealth's SLB Position: Q1 2026 in Review

TritonPoint Wealth reduced its SLB Ltd (SLB) stake by 19% in Q1 2026, selling an estimated $141K and leaving 12,605 shares worth $651K. The position accounts for 0.07% of the portfolio, ranked #150.

TritonPoint Wealth first reported a position in SLB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q4 2023. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

TritonPoint Wealth held 12,605 shares of SLB Ltd worth $651K as of Q1 2026.
TritonPoint Wealth sold 2,910 SLB Ltd shares in Q1 2026, an estimated $141K.
SLB Ltd made up 0.07% of TritonPoint Wealth's portfolio in Q1 2026, its #150 holding.
TritonPoint Wealth first reported a position in SLB Ltd in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's SLB Ltd position peaked at $2.75M in Q4 2023.
1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.