BHWM
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Bay Harbor Wealth Management’s Halliburton HAL Stock Holding History

Bay Harbor 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 		$4.99K Buy
128
+31
+32% +$1.07K ﹤0.01% 346
2025
Q4 		$2.74K Buy
97
+46
+90% +$1.21K ﹤0.01% 410
2025
Q3 		$1.25K Buy
51
+42
+467% +$929 ﹤0.01% 468
2025
Q2 		$183 Buy
+9
New +$189 ﹤0.01% 949

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

Bay Harbor Wealth Management's HAL Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Halliburton (HAL) stake by 32% in Q1 2026, buying an estimated $1.07K and bringing the position to 128 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Bay Harbor Wealth Management first reported a position in HAL in Q2 2025 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Bay Harbor Wealth Management held 128 shares of Halliburton worth $4.99K as of Q1 2026.
  • Bay Harbor Wealth Management bought 31 Halliburton shares in Q1 2026, an estimated $1.07K.
  • Halliburton made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Bay Harbor Wealth Management first reported a position in Halliburton in Q2 2025 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.