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Whipplewood Advisors’s SLB Ltd SLB Stock Holding History

Whipplewood 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
Q2 		$1.58K Sell
34
-82
-71% -$4.39K ﹤0.01% 471
2026
Q1 		$5.96K Buy
+116
New +$5.63K ﹤0.01% 575
2025
Q3 		– Sell
-143
Closed -$4.83K – 1016
2025
Q2 		$4.83K Sell
143
-20
-12% -$694 ﹤0.01% 700
2025
Q1 		$7.57K Sell
163
-37
-19% -$1.52K ﹤0.01% 613
2024
Q4 		$7.67K Buy
+200
New +$8.4K ﹤0.01% 604

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

Whipplewood Advisors's SLB Position: Q2 2026 in Review

Whipplewood Advisors reduced its SLB Ltd (SLB) stake by 71% in Q2 2026, selling an estimated $4.39K and leaving 34 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Whipplewood Advisors first reported a position in SLB in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.67K in Q4 2024. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Whipplewood Advisors held 34 shares of SLB Ltd worth $1.58K as of Q2 2026.
  • Whipplewood Advisors sold 82 SLB Ltd shares in Q2 2026, an estimated $4.39K.
  • SLB Ltd made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #471 holding.
  • Whipplewood Advisors first reported a position in SLB Ltd in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's SLB Ltd position peaked at $7.67K in Q4 2024.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.