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Asset Planning Inc’s Halliburton HAL Stock Holding History

Asset Planning Inc’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 		$29.2K Buy
748
+3
+0.4% +$104 0.02% 184
2025
Q4 		$21K Buy
745
+5
+0.7% +$132 0.01% 198
2025
Q3 		$18.2K Buy
740
+5
+0.7% +$111 0.01% 211
2025
Q2 		$15K Buy
735
+6
+0.8% +$126 0.01% 217
2025
Q1 		$18.5K Buy
729
+5
+0.7% +$131 0.01% 213
2024
Q4 		$19.7K Buy
+724
New +$21.2K 0.02% 210

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

Asset Planning Inc's HAL Position: Q1 2026 in Review

Asset Planning Inc increased its Halliburton (HAL) stake by 0.4% in Q1 2026, buying an estimated $104 and bringing the position to 748 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #184.

Asset Planning Inc first reported a position in HAL in Q4 2024 and has held it in 6 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Asset Planning Inc held 748 shares of Halliburton worth $29.2K as of Q1 2026.
  • Asset Planning Inc bought 3 Halliburton shares in Q1 2026, an estimated $104.
  • Halliburton made up 0.02% of Asset Planning Inc's portfolio in Q1 2026, its #184 holding.
  • Asset Planning Inc first reported a position in Halliburton in Q4 2024 and has held it in 6 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.