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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
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 $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

BWM Planning's HAL Position: Q1 2026 in Review

BWM Planning increased its Halliburton (HAL) stake by 0.01% in Q1 2026, buying an estimated $35 and bringing the position to 14,312 shares worth $558K. The position accounts for 0.15% of the portfolio, ranked #59.

BWM Planning first reported a position in HAL in Q3 2024 and has held it in 7 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • BWM Planning held 14,312 shares of Halliburton worth $558K as of Q1 2026.
  • BWM Planning bought 1 Halliburton share in Q1 2026, an estimated $35.
  • Halliburton made up 0.15% of BWM Planning's portfolio in Q1 2026, its #59 holding.
  • BWM Planning first reported a position in Halliburton in Q3 2024 and has held it in 7 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.