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BWM Planning’s Halliburton HAL Stock Holding History

BWM Planning’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 		$486K Hold
14,312
– – 0.11% 67
2026
Q1 		$558K Buy
14,312
+1
+0% +$35 0.15% 59
2025
Q4 		$404K Buy
14,311
+1,871
+15% +$49.4K 0.11% 68
2025
Q3 		$306K Buy
12,440
+1,084
+10% +$24K 0.09% 73
2025
Q2 		$231K Buy
11,356
+121
+1% +$2.54K 0.08% 77
2025
Q1 		$285K Buy
11,235
+141
+1% +$3.71K 0.12% 66
2024
Q4 		$302K Hold
11,094
– – 0.13% 67
2024
Q3 		$322K Buy
+11,094
New +$350K 0.14% 66

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

BWM Planning's HAL Position: Q2 2026 in Review

BWM Planning held its Halliburton (HAL) position steady in Q2 2026 at 14,312 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #67.

BWM Planning first reported a position in HAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $558K in Q1 2026. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • BWM Planning held 14,312 shares of Halliburton worth $486K as of Q2 2026.
  • BWM Planning left its Halliburton share count unchanged in Q2 2026.
  • Halliburton made up 0.11% of BWM Planning's portfolio in Q2 2026, its #67 holding.
  • BWM Planning first reported a position in Halliburton in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Halliburton position peaked at $558K in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.