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West Financial Advisors’s SLB Ltd SLB Stock Holding History

West Financial 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 		– Sell
-207
Closed -$7.95K – 229
2025
Q4 		$7.95K Buy
+207
New +$7.5K ﹤0.01% 150
2023
Q4 		– Sell
-44
Closed -$2.57K – 198
2023
Q3 		$2.57K Hold
44
– – ﹤0.01% 170
2023
Q2 		$2.16K Buy
+44
New +$2.1K ﹤0.01% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

West Financial Advisors's SLB Position: Q1 2026 in Review

West Financial Advisors sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 207 shares — an estimated $7.95K sold.

West Financial Advisors first reported a position in SLB in Q2 2023 and held it in 3 quarters. The position peaked at $7.95K in Q4 2025. 1,698 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • West Financial Advisors reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 207 SLB Ltd shares in Q1 2026, an estimated $7.95K.
  • West Financial Advisors first reported a position in SLB Ltd in Q2 2023 and held it in 3 quarters.
  • West Financial Advisors's SLB Ltd position peaked at $7.95K in Q4 2025.
  • 1,698 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.