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Twin Peaks Wealth Advisors’s SLB Ltd SLB Stock Holding History

Twin Peaks Wealth Advisors’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 		$52K Buy
+1,012
New +$49.1K 0.01% 430
2025
Q3 		– Sell
-746
Closed -$24.6K – 1789
2025
Q2 		$24.6K Buy
+746
New +$25.9K 0.01% 532

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's SLB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in SLB Ltd (SLB) in Q1 2026: 1,012 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SLB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SLB in Q2 2025 and has held it in 2 quarters since. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,012 shares of SLB Ltd worth $52K as of Q1 2026.
  • SLB Ltd was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • SLB Ltd made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #430 holding.
  • Twin Peaks Wealth Advisors first reported a position in SLB Ltd in Q2 2025 and has held it in 2 quarters since.
  • 1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.