AWM
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Angeles Wealth Management’s Halliburton HAL Stock Holding History

Angeles Wealth Management’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$506K Buy
12,976
+1,396
+12% +$48.3K 0.03% 226
2025
Q4 		$327K Buy
11,580
+260
+2% +$6.86K 0.02% 281
2025
Q3 		$278K Buy
11,320
+392
+4% +$8.67K 0.02% 274
2025
Q2 		$223K Buy
10,928
+1,844
+20% +$38.7K 0.02% 310
2025
Q1 		$230K Sell
9,084
-563
-6% -$14.8K 0.02% 263
2024
Q4 		$262K Buy
9,647
+2,719
+39% +$79.5K 0.02% 240
2024
Q3 		$201K Buy
6,928
+61
+0.9% +$1.92K 0.02% 262
2024
Q2 		$232K Sell
6,867
-952
-12% -$35.1K 0.02% 214
2024
Q1 		$308K Buy
+7,819
New +$280K 0.03% 167
2023
Q4 		– Sell
-5,285
Closed -$214K – 263
2023
Q3 		$214K Buy
+5,285
New +$207K 0.03% 162

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Angeles Wealth Management's HAL Position: Q1 2026 in Review

Angeles Wealth Management increased its Halliburton (HAL) stake by 12% in Q1 2026, buying an estimated $48.3K and bringing the position to 12,976 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #226.

Angeles Wealth Management first reported a position in HAL in Q3 2023 and has held it in 10 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Angeles Wealth Management held 12,976 shares of Halliburton worth $506K as of Q1 2026.
  • Angeles Wealth Management bought 1,396 Halliburton shares in Q1 2026, an estimated $48.3K.
  • Halliburton made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Angeles Wealth Management first reported a position in Halliburton in Q3 2023 and has held it in 10 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.