Rathbones Group PLC SLB — SCHLUMBERGER LTD COM

Ownership history in Rathbones Group PLC  ·  81 quarters on record

AI Ownership Summary

Rathbones Group PLC reported SCHLUMBERGER LTD COM (SLB) in 81 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2024 Q1. The latest visible filing shows SLB at 0.11% 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 Rathbones Group PLC's position in SCHLUMBERGER LTD COM, 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 Q4

SLB was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Rathbones Group PLC fund profile Rathbones Group PLC full holdings
How Rathbones Group PLC held SLB — position size vs. price
% of Fund (quarterly)    SLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 60.5% +34.7% ❌ 718,365 -1,098,893 -60.5% 0.11% $27.6M 2026-02-14 (Est.) $50.39
2025 Q3 REDUCED — — — 1,817,258 -66,345 -3.5% 0.25% $62.5M 2025-11-13 $35.81
2025 Q2 REDUCED 9.1% +4.7% ❌ 1,883,603 -188,353 -9.1% 0.27% $63.7M 2025-08-07 $32.09
2025 Q1 REDUCED — — — 2,071,956 -471 -0.0% 0.42% $86.6M 2025-05-13 $35.04
2024 Q4 REDUCED — — — 2,072,427 -52,590 -2.5% 0.38% $79.5M 2025-02-13 $40.83
2024 Q3 ADDED — — — 2,125,017 +109,861 +5.5% 0.45% $89.1M 2024-11-13 $41.74
2024 Q2 ADDED — — — 2,015,156 +50,565 +2.6% 0.52% $95.1M 2024-08-09 $41.43
2024 Q1 ADDED — — — 1,964,591 +216,568 +12.4% 0.62% $107.7M 2024-05-14 $45.96
2023 Q4 ADDED — — — 1,748,023 +300,726 +20.8% 0.59% $91.0M 2024-02-13 $44.98
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLB

As of 2026 Q1 — sorted by position size

Acuitas Investments, LLC 3Y 7Y 29.9% XXEC, Inc. 3Y 5.13% GREENHAVEN ASSOCIATES INC 3Y 7Y 3.95% McGinn Penninger Investment Management, Inc. 3Y 3.31% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 3.29% Canoe Financial LP 3Y 3.0% Bosman Wealth Management, LLC 2.92% Sicart Associates LLC 3Y 7Y 2.45% GODSEY & GIBB, INC 3Y 7Y 2.42% Clark & Stuart, Inc 2.37%

FAQ About Rathbones Group PLC and SLB

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

How long has Rathbones Group PLC reported owning SLB?

Rathbones Group PLC reported SLB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLB position in Rathbones Group PLC's portfolio?

The largest reported portfolio weight for SLB was 0.62% in 2024 Q1.

What is the latest reported SLB position on this page?

The most recent filing on this page is 2025 Q4, when Rathbones Group PLC reported 718,365 shares, equal to 0.11% of portfolio, with an estimated market value of $27.6M.

What does the chart on this SLB ownership page compare?

The chart compares Rathbones Group PLC'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.

How well did Rathbones Group PLC time their SLB position?

Based on 13F filing dates vs. subsequent SLB price moves, Rathbones Group PLC correctly timed 42 out of 80 reported position changes (52%). The annualised alpha on SLB relative to SPY over the holding period was -8.5%.

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