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Williams Jones Wealth Management’s SLB Ltd SLB Stock Holding History

Williams Jones Wealth Management’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 		$1.42M Buy
27,710
+17,950
+184% +$871K 0.02% 222
2025
Q4 		$375K Buy
9,760
+4
+0% +$145 ﹤0.01% 390
2025
Q3 		$335K Buy
9,756
+43
+0.4% +$1.5K ﹤0.01% 399
2025
Q2 		$328K Sell
9,713
-1
-0% -$35 ﹤0.01% 406
2025
Q1 		$406K Sell
9,714
-4,827
-33% -$198K 0.01% 365
2024
Q4 		$558K Buy
14,541
+479
+3% +$20.1K 0.01% 327
2024
Q3 		$590K Sell
14,062
-800
-5% -$35.6K 0.01% 326
2024
Q2 		$701K Sell
14,862
-1,251
-8% -$60.4K 0.01% 299
2024
Q1 		$883K Sell
16,113
-959
-6% -$48.3K 0.01% 276
2023
Q4 		$888K Sell
17,072
-8,506
-33% -$462K 0.01% 266
2023
Q3 		$1.49M Buy
25,578
+2,046
+9% +$119K 0.02% 214
2023
Q2 		$1.16M Sell
23,532
-28,658
-55% -$1.37M 0.02% 243
2023
Q1 		$2.56M Buy
52,190
+2,726
+6% +$145K 0.04% 180
2022
Q4 		$2.64M Buy
49,464
+18,632
+60% +$928K 0.04% 177
2022
Q3 		$1.11M Sell
30,832
-3,479
-10% -$126K 0.02% 259
2022
Q2 		$1.23M Buy
34,311
+782
+2% +$32.6K 0.02% 252
2022
Q1 		$1.39M Buy
33,529
+9,291
+38% +$364K 0.02% 231
2021
Q4 		$726K Buy
24,238
+14,578
+151% +$459K 0.01% 283
2021
Q3 		$286K Buy
9,660
+74
+0.8% +$2.12K ﹤0.01% 408
2021
Q2 		$307K Sell
9,586
-79
-0.8% -$2.43K ﹤0.01% 404
2021
Q1 		$263K Hold
9,665
– – ﹤0.01% 418
2020
Q4 		$211K Sell
9,665
-1,405
-13% -$26.5K ﹤0.01% 426
2020
Q3 		$172K Hold
11,070
– – ﹤0.01% 404
2020
Q2 		$204K Hold
11,070
– – ﹤0.01% 375
2020
Q1 		$149K Buy
11,070
+400
+4% +$11.6K ﹤0.01% 350
2019
Q4 		$429K Sell
10,670
-47
-0.4% -$1.68K 0.01% 301
2019
Q3 		$366K Buy
+10,717
New +$392K 0.01% 311

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's SLB Position: Q1 2026 in Review

Williams Jones Wealth Management increased its SLB Ltd (SLB) stake by 184% in Q1 2026, buying an estimated $871K and bringing the position to 27,710 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #222.

Williams Jones Wealth Management first reported a position in SLB in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.64M in Q4 2022. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Williams Jones Wealth Management held 27,710 shares of SLB Ltd worth $1.42M as of Q1 2026.
  • Williams Jones Wealth Management bought 17,950 SLB Ltd shares in Q1 2026, an estimated $871K.
  • SLB Ltd made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Williams Jones Wealth Management first reported a position in SLB Ltd in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's SLB Ltd position peaked at $2.64M in Q4 2022.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.