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Valmark Advisers’s SLB Ltd SLB Stock Holding History

Valmark Advisers’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 		$245K Buy
5,261
+123
+2% +$6.59K ﹤0.01% 673
2026
Q1 		$264K Sell
5,138
-85
-2% -$4.13K ﹤0.01% 609
2025
Q4 		$200K Buy
+5,223
New +$189K ﹤0.01% 648
2025
Q2 		– Sell
-5,237
Closed -$219K – 648
2025
Q1 		$219K Hold
5,237
– – ﹤0.01% 587
2024
Q4 		$201K Buy
5,237
+209
+4% +$8.77K ﹤0.01% 588
2024
Q3 		$211K Buy
5,028
+39
+0.8% +$1.74K ﹤0.01% 568
2024
Q2 		$235K Buy
4,989
+25
+0.5% +$1.21K ﹤0.01% 522
2024
Q1 		$272K Hold
4,964
– – ﹤0.01% 473
2023
Q4 		$258K Buy
4,964
+116
+2% +$6.3K ﹤0.01% 451
2023
Q3 		$283K Hold
4,848
– – 0.01% 403
2023
Q2 		$238K Sell
4,848
-145
-3% -$6.91K ﹤0.01% 441
2023
Q1 		$245K Buy
4,993
+248
+5% +$13.2K 0.01% 427
2022
Q4 		$254K Buy
+4,745
New +$236K 0.01% 394
2022
Q2 		– Sell
-5,147
Closed -$213K – 432
2022
Q1 		$213K Buy
+5,147
New +$202K ﹤0.01% 411

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers's SLB Position: Q2 2026 in Review

Valmark Advisers increased its SLB Ltd (SLB) stake by 2.4% in Q2 2026, buying an estimated $6.59K and bringing the position to 5,261 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Valmark Advisers first reported a position in SLB in Q1 2022 and has held it in 14 quarters since. The position peaked at $283K in Q3 2023. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Valmark Advisers held 5,261 shares of SLB Ltd worth $245K as of Q2 2026.
  • Valmark Advisers bought 123 SLB Ltd shares in Q2 2026, an estimated $6.59K.
  • SLB Ltd made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #673 holding.
  • Valmark Advisers first reported a position in SLB Ltd in Q1 2022 and has held it in 14 quarters since.
  • Valmark Advisers's SLB Ltd position peaked at $283K in Q3 2023.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.