AE Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
40,045
+8,070
| +25% | +$279K | 0.01% | 717 |
|
|
2025
Q4 | $904K | Sell |
31,975
-1,700
| -5% | -$44.9K | 0.01% | 836 |
|
|
2025
Q3 | $828K | Buy |
33,675
+2,201
| +7% | +$48.7K | 0.01% | 802 |
|
|
2025
Q2 | $641K | Buy |
31,474
+19,005
| +152% | +$399K | ﹤0.01% | 837 |
|
|
2025
Q1 | $316K | Buy |
12,469
+605
| +5% | +$15.9K | ﹤0.01% | 1064 |
|
|
2024
Q4 | $323K | Sell |
11,864
-1,604
| -12% | -$46.9K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $391K | Buy |
13,468
+2,605
| +24% | +$82.1K | ﹤0.01% | 951 |
|
|
2024
Q2 | $367K | Buy |
10,863
+4,746
| +78% | +$175K | ﹤0.01% | 974 |
|
|
2024
Q1 | $241K | Sell |
6,117
-80,882
| -93% | -$2.9M | ﹤0.01% | 1034 |
|
|
2023
Q4 | $3.27M | Sell |
86,999
-3,348
| -4% | -$129K | 0.02% | 730 |
|
|
2023
Q3 | $3.66M | Sell |
90,347
-36,554
| -29% | -$1.43M | 0.02% | 633 |
|
|
2023
Q2 | $4.19M | Buy |
126,901
+48,243
| +61% | +$1.52M | 0.03% | 595 |
|
|
2023
Q1 | $2.49M | Buy |
78,658
+60,320
| +329% | +$2.23M | 0.02% | 721 |
|
|
2022
Q4 | $722K | Sell |
18,338
-27,287
| -60% | -$966K | 0.01% | 1130 |
|
|
2022
Q3 | $1.12M | Buy |
45,625
+8,927
| +24% | +$255K | 0.01% | 901 |
|
|
2022
Q2 | $1.15M | Buy |
36,698
+26,520
| +261% | +$989K | 0.01% | 844 |
|
|
2022
Q1 | $385K | Buy |
10,178
+22
| +0.2% | +$712 | ﹤0.01% | 1321 |
|
|
2021
Q4 | $232K | Buy |
10,156
+722
| +8% | +$17.1K | ﹤0.01% | 1546 |
|
|
2021
Q3 | $204K | Sell |
9,434
-88,911
| -90% | -$1.82M | ﹤0.01% | 1521 |
|
|
2021
Q2 | $2.27M | Buy |
+98,345
| New | +$2.18M | 0.02% | 599 |
|
|
2021
Q1 | – | Sell |
-23,142
| Closed | -$437K | – | 1517 |
|
|
2020
Q4 | $437K | Buy |
23,142
+3,579
| +18% | +$55.6K | 0.01% | 1008 |
|
|
2020
Q3 | $236K | Sell |
19,563
-15,660
| -44% | -$227K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $457K | Buy |
+35,223
| New | +$380K | 0.01% | 911 |
|
|
2020
Q1 | – | Sell |
-9,481
| Closed | -$232K | – | 1181 |
|
|
2019
Q4 | $232K | Buy |
+9,481
| New | +$200K | 0.01% | 1015 |
|
|
2018
Q4 | – | Sell |
-5,402
| Closed | -$219K | – | 529 |
|
|
2018
Q3 | $219K | Buy |
5,402
+750
| +16% | +$31K | 0.01% | 534 |
|
|
2018
Q2 | $210K | Buy |
4,652
+114
| +3% | +$5.68K | 0.01% | 409 |
|
|
2018
Q1 | $213K | Sell |
4,538
-5,350
| -54% | -$264K | 0.02% | 394 |
|
|
2017
Q4 | $483K | Sell |
9,888
-245
| -2% | -$10.8K | 0.04% | 244 |
|
|
2017
Q3 | $466K | Buy |
+10,133
| New | +$424K | 0.04% | 244 |
|
Other funds holding HAL
VCM
VPM
AE Wealth Management's HAL Position: Q1 2026 in Review
AE Wealth Management increased its Halliburton (HAL) stake by 25% in Q1 2026, buying an estimated $279K and bringing the position to 40,045 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #717.
AE Wealth Management first reported a position in HAL in Q3 2017 and has held it in 29 quarters since. The position peaked at $4.19M in Q2 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.
- AE Wealth Management held 40,045 shares of Halliburton worth $1.56M as of Q1 2026.
- AE Wealth Management bought 8,070 Halliburton shares in Q1 2026, an estimated $279K.
- Halliburton made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #717 holding.
- AE Wealth Management first reported a position in Halliburton in Q3 2017 and has held it in 29 quarters since.
- AE Wealth Management's Halliburton position peaked at $4.19M in Q2 2023.
- 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.