Waverly Advisors’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 | $9.76M | Sell |
189,914
-937
| -0.5% | -$45.5K | 0.07% | 260 |
|
|
2025
Q4 | $7.32M | Buy |
190,851
+174,660
| +1,079% | +$6.33M | 0.06% | 300 |
|
|
2025
Q3 | $556K | Sell |
16,191
-1,244
| -7% | -$43.3K | 0.01% | 816 |
|
|
2025
Q2 | $589K | Buy |
17,435
+1,883
| +12% | +$65.3K | 0.01% | 758 |
|
|
2025
Q1 | $650K | Buy |
15,552
+3,057
| +24% | +$125K | 0.01% | 709 |
|
|
2024
Q4 | $479K | Buy |
+12,495
| New | +$525K | 0.01% | 695 |
|
|
2024
Q3 | – | Sell |
-6,940
| Closed | -$327K | – | 828 |
|
|
2024
Q2 | $327K | Buy |
6,940
+2,949
| +74% | +$142K | 0.01% | 650 |
|
|
2024
Q1 | $219K | Buy |
+3,991
| New | +$201K | 0.01% | 643 |
|
|
2018
Q4 | – | Sell |
-3,598
| Closed | -$219K | – | 188 |
|
|
2018
Q3 | $219K | Buy |
3,598
+253
| +8% | +$16.3K | 0.03% | 169 |
|
|
2018
Q2 | $224K | Buy |
3,345
+1
| +0% | +$69 | 0.03% | 165 |
|
|
2018
Q1 | $217K | Sell |
3,344
-3,275
| -49% | -$229K | 0.04% | 164 |
|
|
2017
Q4 | $446K | Buy |
6,619
+1,457
| +28% | +$94.4K | 0.06% | 151 |
|
|
2017
Q3 | $360K | Sell |
5,162
-946
| -15% | -$62.5K | 0.08% | 164 |
|
|
2017
Q2 | $402K | Sell |
6,108
-736
| -11% | -$52.7K | 0.1% | 149 |
|
|
2017
Q1 | $535K | Buy |
6,844
+1,793
| +35% | +$147K | 0.14% | 126 |
|
|
2016
Q4 | $424K | Buy |
5,051
+116
| +2% | +$9.51K | 0.16% | 62 |
|
|
2016
Q3 | $388K | Buy |
4,935
+460
| +10% | +$36.5K | 0.16% | 57 |
|
|
2016
Q2 | $354K | Sell |
4,475
-505
| -10% | -$38.7K | 0.16% | 52 |
|
|
2016
Q1 | $367K | Sell |
4,980
-2,555
| -34% | -$180K | 0.22% | 49 |
|
|
2015
Q4 | $526K | Buy |
7,535
+7,198
| +2,136% | +$539K | 0.23% | 52 |
|
|
2015
Q3 | $23K | Buy |
+337
| New | +$26.7K | 0.02% | 248 |
|
|
2015
Q2 | – | Sell |
-95
| Closed | -$8K | – | 393 |
|
|
2015
Q1 | $8K | Buy |
+95
| New | +$7.91K | ﹤0.01% | 284 |
|
|
2014
Q1 | – | Sell |
-5,014
| Closed | -$452K | – | 816 |
|
|
2013
Q4 | $452K | Hold |
5,014
| – | – | 0.16% | 69 |
|
|
2013
Q3 | $443K | Sell |
5,014
-1
| -0% | -$82 | 0.23% | 46 |
|
|
2013
Q2 | $359K | Buy |
+5,015
| New | +$371K | 0.21% | 59 |
|
Other funds holding SLB
VCM
VPM
Waverly Advisors's SLB Position: Q1 2026 in Review
Waverly Advisors reduced its SLB Ltd (SLB) stake by 0.49% in Q1 2026, selling an estimated $45.5K and leaving 189,914 shares worth $9.76M. The position accounts for 0.07% of the portfolio, ranked #260.
Waverly Advisors first reported a position in SLB in Q2 2013 and has held it in 25 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.
- Waverly Advisors held 189,914 shares of SLB Ltd worth $9.76M as of Q1 2026.
- Waverly Advisors sold 937 SLB Ltd shares in Q1 2026, an estimated $45.5K.
- SLB Ltd made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #260 holding.
- Waverly Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 25 quarters since.
- 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.