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Beese Fulmer Investment Management’s Halliburton HAL Stock Holding History

Beese Fulmer Investment 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
Q2 		$311K Buy
9,155
+1,470
+19% +$57.4K 0.02% 294
2026
Q1 		$300K Buy
+7,685
New +$266K 0.02% 309
2020
Q3 		– Sell
-2,400
Closed -$31K – 339
2020
Q2 		$31K Buy
+2,400
New +$25.9K ﹤0.01% 371

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beese Fulmer Investment Management's HAL Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Halliburton (HAL) stake by 19% in Q2 2026, buying an estimated $57.4K and bringing the position to 9,155 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #294.

Beese Fulmer Investment Management first reported a position in HAL in Q2 2020 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Beese Fulmer Investment Management held 9,155 shares of Halliburton worth $311K as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,470 Halliburton shares in Q2 2026, an estimated $57.4K.
  • Halliburton made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #294 holding.
  • Beese Fulmer Investment Management first reported a position in Halliburton in Q2 2020 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.