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Westbourne Investments’s SLB Ltd SLB Stock Holding History

Westbourne Investments’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 		$232K Hold
5,000
– – 0.09% 134
2026
Q1 		$257K Buy
+5,000
New +$243K 0.12% 122
2025
Q3 		– Sell
-8,000
Closed -$270K – 159
2025
Q2 		$270K Hold
8,000
– – 0.14% 115
2025
Q1 		$334K Hold
8,000
– – 0.2% 101
2024
Q4 		$307K Buy
+8,000
New +$336K 0.18% 96

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

Westbourne Investments's SLB Position: Q2 2026 in Review

Westbourne Investments held its SLB Ltd (SLB) position steady in Q2 2026 at 5,000 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #134.

Westbourne Investments first reported a position in SLB in Q4 2024 and has held it in 5 quarters since. The position peaked at $334K in Q1 2025. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Westbourne Investments held 5,000 shares of SLB Ltd worth $232K as of Q2 2026.
  • Westbourne Investments left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.09% of Westbourne Investments's portfolio in Q2 2026, its #134 holding.
  • Westbourne Investments first reported a position in SLB Ltd in Q4 2024 and has held it in 5 quarters since.
  • Westbourne Investments's SLB Ltd position peaked at $334K in Q1 2025.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.