SLB β€” SCHLUMBERGER LTD

Ownership history in Cornerstone Wealth Management, LLC  Β·  14 quarters on record

AI Ownership Summary

Cornerstone Wealth Management, LLC reported SCHLUMBERGER LTD (SLB) in 14 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows SLB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Management, LLC's position in SCHLUMBERGER LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SLB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLB stock page Cornerstone Wealth Management, LLC fund profile Cornerstone Wealth Management, LLC full holdings
How Cornerstone Wealth Management, LLC held SLB β€” position size vs. price
% of Fund (quarterly)    SLB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,581 -2,314 -12.9% 0.03% $536K 2025-11-04 $35.63
2025 Q2 ADDED 17,895 +1,684 +10.4% 0.04% $605K 2025-08-12 $32.23
2025 Q1 ADDED 16,211 +2,398 +17.4% 0.05% $678K 2025-04-18 $34.07
2024 Q4 ADDED 13,813 +11,361 +463.3% 0.04% $530K 2025-01-21 $42.15
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SLB

As of 2025 Q4 β€” sorted by position size

Holowesko Partners Ltd. 3Y 7Y 8.92% Black Cypress Capital Management, LLC 7.99% Discerene Group LP 3Y 6.38% XXEC, Inc. 3Y 5.15% Sequent Asset Management, LLC 3Y 7Y 4.32% America First Investment Advisors, LLC 3Y 7Y 4.06% Kopernik Global Investors, LLC 3Y 7Y 4.01% FEARNLEY ASSET MANAGEMENT AS 3.94% Samjo Management, LLC 3.63% Goehring & Rozencwajg Associates, LLC 3Y 3.56%

FAQ About Cornerstone Wealth Management, LLC and SLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth Management, LLC reported owning SLB?

Cornerstone Wealth Management, LLC reported SLB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SLB position in Cornerstone Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SLB was 0.05% in 2025 Q1.

What is the latest reported SLB position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Wealth Management, LLC reported 15,581 shares, equal to 0.03% of portfolio, with an estimated market value of $536K.

What does the chart on this SLB ownership page compare?

The chart compares Cornerstone Wealth Management, LLC's quarterly SLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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