Carson Wealth (CWM LLC)
HAL icon

Carson Wealth (CWM LLC)’s Halliburton HAL Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.6M Buy
296,617
+25,292
+9% +$875K 0.03% 492
2025
Q4 		$7.67M Buy
271,325
+81,727
+43% +$2.16M 0.02% 615
2025
Q3 		$4.66M Sell
189,598
-44,451
-19% -$983K 0.01% 750
2025
Q2 		$4.77M Buy
234,049
+150,120
+179% +$3.15M 0.02% 600
2025
Q1 		$2.13M Buy
83,929
+48,592
+138% +$1.28M 0.01% 810
2024
Q4 		$961K Buy
35,337
+2,971
+9% +$86.9K ﹤0.01% 1107
2024
Q3 		$940K Buy
32,366
+3,224
+11% +$102K ﹤0.01% 1076
2024
Q2 		$984K Buy
29,142
+4,876
+20% +$180K ﹤0.01% 896
2024
Q1 		$957K Sell
24,266
-125
-0.5% -$4.48K ﹤0.01% 875
2023
Q4 		$882K Buy
24,391
+1,138
+5% +$43.8K ﹤0.01% 862
2023
Q3 		$942K Buy
23,253
+1,910
+9% +$74.8K 0.01% 781
2023
Q2 		$704K Buy
21,343
+3,662
+21% +$116K ﹤0.01% 832
2023
Q1 		$559K Sell
17,681
-2,840
-14% -$105K ﹤0.01% 859
2022
Q4 		$807K Buy
20,521
+7,673
+60% +$272K 0.01% 671
2022
Q3 		$316K Buy
12,848
+1,067
+9% +$30.5K ﹤0.01% 897
2022
Q2 		$369K Buy
11,781
+890
+8% +$33.2K ﹤0.01% 823
2022
Q1 		$412K Sell
10,891
-2,852
-21% -$92.3K ﹤0.01% 779
2021
Q4 		$314K Buy
+13,743
New +$325K ﹤0.01% 852
2021
Q2 		$224K Hold
9,668
– – ﹤0.01% 865
2021
Q1 		$224K Hold
9,668
– – ﹤0.01% 865
2020
Q4 		$224K Hold
9,668
– – ﹤0.01% 865
2020
Q3 		$224K Hold
9,668
– – ﹤0.01% 865
2020
Q2 		$224K Hold
9,668
– – ﹤0.01% 865
2020
Q1 		$224K Hold
9,668
– – ﹤0.01% 865
2019
Q4 		$224K Hold
9,668
– – ﹤0.01% 865
2019
Q3 		$224K Hold
9,668
– – ﹤0.01% 865
2019
Q2 		$224K Hold
9,668
– – ﹤0.01% 865
2019
Q1 		$224K Sell
9,668
-183,834
-95% -$5.55M ﹤0.01% 865
2018
Q4 		$5.14M Sell
193,502
-505,481
-72% -$17.1M 0.13% 153
2018
Q3 		$28.3M Buy
698,983
+535,866
+329% +$22.2M 0.72% 28
2018
Q2 		$7.35M Buy
163,117
+49,042
+43% +$2.44M 0.24% 101
2018
Q1 		$5.36M Sell
114,075
-565,129
-83% -$27.9M 0.21% 96
2017
Q4 		$33.2M Buy
679,204
+649,371
+2,177% +$28.6M 1.47% 18
2017
Q3 		$1.37M Buy
29,833
+554
+2% +$23.2K 0.06% 182
2017
Q2 		$1.25M Buy
29,279
+1,740
+6% +$79.9K 0.06% 184
2017
Q1 		$1.35M Buy
27,539
+1,814
+7% +$97.6K 0.08% 169
2016
Q4 		$1.39M Buy
25,725
+561
+2% +$28K 0.09% 163
2016
Q3 		$1.13M Buy
25,164
+25,052
+22,368% +$1.09M 0.08% 166
2016
Q2 		$5K Buy
112
+22
+24% +$905 ﹤0.01% 625
2016
Q1 		$3K Sell
90
-19
-17% -$620 ﹤0.01% 652
2015
Q4 		$4K Buy
109
+12
+12% +$453 ﹤0.01% 547
2015
Q3 		$3K Buy
+97
New +$3.82K ﹤0.01% 550
2014
Q4 		– Sell
-90,031
Closed -$5.81M – 183
2014
Q3 		$5.81M Buy
90,031
+3,660
+4% +$251K 0.84% 35
2014
Q2 		$6.13M Buy
86,371
+8,107
+10% +$520K 1.1% 30
2014
Q1 		$4.61M Buy
78,264
+11,535
+17% +$616K 0.63% 46
2013
Q4 		$3.38M Sell
66,729
-2,122
-3% -$110K 0.53% 47
2013
Q3 		$3.31M Buy
+68,851
New +$3.22M 0.87% 35

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

Carson Wealth (CWM LLC)'s HAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Halliburton (HAL) stake by 9.3% in Q1 2026, buying an estimated $875K and bringing the position to 296,617 shares worth $11.6M. The position accounts for 0.03% of the portfolio, ranked #492.

Carson Wealth (CWM LLC) first reported a position in HAL in Q3 2013 and has held it in 47 quarters since. The position peaked at $33.2M in Q4 2017. 1,191 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 296,617 shares of Halliburton worth $11.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25,292 Halliburton shares in Q1 2026, an estimated $875K.
  • Halliburton made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #492 holding.
  • Carson Wealth (CWM LLC) first reported a position in Halliburton in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s Halliburton position peaked at $33.2M in Q4 2017.
  • 1,191 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.