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Cornerstone Planning Group’s Halliburton HAL Stock Holding History

Cornerstone Planning Group’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 		$22.8K Buy
546
+211
+63% +$7.3K ﹤0.01% 629
2025
Q4 		$11.2K Buy
335
+52
+18% +$1.37K ﹤0.01% 769
2025
Q3 		$7.63K Buy
283
+34
+14% +$752 ﹤0.01% 839
2025
Q2 		$5.4K Buy
249
+133
+115% +$2.79K ﹤0.01% 705
2025
Q1 		$2.39K Buy
116
+98
+544% +$2.58K ﹤0.01% 944
2024
Q4 		$491 Sell
18
-12
-40% -$351 ﹤0.01% 1143
2024
Q3 		$826 Buy
30
+18
+150% +$568 ﹤0.01% 979
2024
Q2 		$371 Sell
12
-7
-37% -$258 ﹤0.01% 1115
2024
Q1 		$698 Buy
+19
New +$681 ﹤0.01% 856

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

Cornerstone Planning Group's HAL Position: Q1 2026 in Review

Cornerstone Planning Group increased its Halliburton (HAL) stake by 63% in Q1 2026, buying an estimated $7.3K and bringing the position to 546 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Cornerstone Planning Group first reported a position in HAL in Q1 2024 and has held it in 9 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Cornerstone Planning Group held 546 shares of Halliburton worth $22.8K as of Q1 2026.
  • Cornerstone Planning Group bought 211 Halliburton shares in Q1 2026, an estimated $7.3K.
  • Halliburton made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #629 holding.
  • Cornerstone Planning Group first reported a position in Halliburton in Q1 2024 and has held it in 9 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.