Waldron Private Wealth’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Buy |
36,640
+342
| +0.9% | +$16.6K | 0.07% | 98 |
|
|
2025
Q4 | $1.39M | Buy |
36,298
+34
| +0.1% | +$1.23K | 0.06% | 114 |
|
|
2025
Q3 | $1.26M | Sell |
36,264
-60
| -0.2% | -$2.09K | 0.05% | 122 |
|
|
2025
Q2 | $1.24M | Sell |
36,324
-40
| -0.1% | -$1.39K | 0.05% | 115 |
|
|
2025
Q1 | $1.53M | Sell |
36,364
-2,662
| -7% | -$109K | 0.07% | 101 |
|
|
2024
Q4 | $1.5M | Buy |
39,026
+304
| +0.8% | +$12.8K | 0.06% | 132 |
|
|
2024
Q3 | $1.62M | Sell |
38,722
-783
| -2% | -$34.9K | 0.07% | 121 |
|
|
2024
Q2 | $1.88M | Sell |
39,505
-1,361
| -3% | -$65.7K | 0.08% | 101 |
|
|
2024
Q1 | $2.25M | Sell |
40,866
-6,852
| -14% | -$345K | 0.1% | 94 |
|
|
2023
Q4 | $2.5M | Buy |
47,718
+3,975
| +9% | +$216K | 0.12% | 88 |
|
|
2023
Q3 | $2.56M | Buy |
43,743
+582
| +1% | +$33.8K | 0.13% | 89 |
|
|
2023
Q2 | $2.13M | Sell |
43,161
-409
| -0.9% | -$19.5K | 0.11% | 99 |
|
|
2023
Q1 | $2.15M | Sell |
43,570
-79
| -0.2% | -$4.2K | 0.1% | 103 |
|
|
2022
Q4 | $1.57M | Hold |
43,649
| – | – | 0.1% | 114 |
|
|
2022
Q3 | $1.57M | Sell |
43,649
-9
| -0% | -$326 | 0.1% | 114 |
|
|
2022
Q2 | $1.57M | Buy |
43,658
+344
| +0.8% | +$14.3K | 0.09% | 128 |
|
|
2022
Q1 | $1.79M | Buy |
43,314
+460
| +1% | +$18K | 0.09% | 123 |
|
|
2021
Q4 | $1.29M | Buy |
42,854
+25,585
| +148% | +$806K | 0.06% | 149 |
|
|
2021
Q3 | $514K | Buy |
17,269
+2,310
| +15% | +$66.2K | 0.03% | 222 |
|
|
2021
Q2 | $479K | Buy |
+14,959
| New | +$460K | 0.03% | 214 |
|
|
2020
Q1 | – | Sell |
-5,543
| Closed | -$225K | – | 292 |
|
|
2019
Q4 | $225K | Buy |
+5,543
| New | +$198K | 0.02% | 244 |
|
|
2019
Q2 | – | Sell |
-9,811
| Closed | -$432K | – | 260 |
|
|
2019
Q1 | $432K | Buy |
+9,811
| New | +$424K | 0.05% | 154 |
|
|
2018
Q4 | – | Sell |
-4,672
| Closed | -$284K | – | 225 |
|
|
2018
Q3 | $284K | Sell |
4,672
-62
| -1% | -$3.99K | 0.06% | 150 |
|
|
2018
Q2 | $317K | Sell |
4,734
-300
| -6% | -$20.6K | 0.07% | 127 |
|
|
2018
Q1 | $326K | Buy |
5,034
+20
| +0.4% | +$1.4K | 0.07% | 118 |
|
|
2017
Q4 | $337K | Buy |
5,014
+572
| +13% | +$37.1K | 0.08% | 112 |
|
|
2017
Q3 | $309K | Buy |
4,442
+429
| +11% | +$28.4K | 0.09% | 109 |
|
|
2017
Q2 | $264K | Sell |
4,013
-3,257
| -45% | -$233K | 0.08% | 101 |
|
|
2017
Q1 | $568K | Buy |
7,270
+3,150
| +76% | +$258K | 0.14% | 90 |
|
|
2016
Q4 | $345K | Buy |
4,120
+371
| +10% | +$30.4K | 0.12% | 82 |
|
|
2016
Q3 | $294K | Sell |
3,749
-1,097
| -23% | -$87.1K | 0.11% | 92 |
|
|
2016
Q2 | $383K | Buy |
4,846
+1,279
| +36% | +$98K | 0.14% | 73 |
|
|
2016
Q1 | $263K | Buy |
+3,567
| New | +$251K | 0.1% | 115 |
|
Other funds holding SLB
VCM
VPM
Waldron Private Wealth's SLB Position: Q1 2026 in Review
Waldron Private Wealth increased its SLB Ltd (SLB) stake by 0.94% in Q1 2026, buying an estimated $16.6K and bringing the position to 36,640 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #98.
Waldron Private Wealth first reported a position in SLB in Q1 2016 and has held it in 33 quarters since. The position peaked at $2.56M in Q3 2023. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.
- Waldron Private Wealth held 36,640 shares of SLB Ltd worth $1.89M as of Q1 2026.
- Waldron Private Wealth bought 342 SLB Ltd shares in Q1 2026, an estimated $16.6K.
- SLB Ltd made up 0.07% of Waldron Private Wealth's portfolio in Q1 2026, its #98 holding.
- Waldron Private Wealth first reported a position in SLB Ltd in Q1 2016 and has held it in 33 quarters since.
- Waldron Private Wealth's SLB Ltd position peaked at $2.56M in Q3 2023.
- 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.
Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.