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Cornerstone Wealth Management’s Halliburton HAL Stock Holding History

Cornerstone Wealth 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
Q3 		$254K Sell
7,974
-97
-1% -$3.31K 0.01% 651
2026
Q2 		$274K Buy
8,071
+98
+1% +$3.83K 0.01% 632
2026
Q1 		$311K Buy
7,973
+9
+0.1% +$311 0.02% 568
2025
Q4 		$225K Sell
7,964
-213
-3% -$5.62K 0.01% 626
2025
Q3 		$201K Buy
+8,177
New +$181K 0.01% 654
2025
Q2 		– Sell
-9,098
Closed -$231K – 658
2025
Q1 		$231K Sell
9,098
-184
-2% -$4.84K 0.02% 541
2024
Q4 		$252K Sell
9,282
-37
-0.4% -$1.08K 0.02% 502
2024
Q3 		$271K Sell
9,319
-906
-9% -$28.6K 0.02% 478
2024
Q2 		$345K Buy
10,225
+13
+0.1% +$480 0.03% 404
2024
Q1 		$403K Sell
10,212
-289
-3% -$10.4K 0.03% 367
2023
Q4 		$380K Buy
10,501
+90
+0.9% +$3.46K 0.03% 376
2023
Q3 		$422K Sell
10,411
-1,963
-16% -$76.9K 0.04% 341
2023
Q2 		$408K Buy
12,374
+23
+0.2% +$727 0.04% 344
2023
Q1 		$391K Buy
+12,351
New +$457K 0.04% 328
2022
Q3 		$260K Sell
10,545
-11
-0.1% -$315 0.03% 375
2022
Q2 		$331K Buy
10,556
+295
+3% +$11K 0.04% 341
2022
Q1 		$389K Sell
10,261
-284
-3% -$9.19K 0.04% 320
2021
Q4 		$241K Buy
10,545
+519
+5% +$12.3K 0.02% 451
2021
Q3 		$217K Buy
10,026
+12
+0.1% +$246 0.02% 419
2021
Q2 		$232K Buy
10,014
+584
+6% +$13K 0.02% 420
2021
Q1 		$202K Buy
+9,430
New +$197K 0.02% 437
2019
Q2 		– Sell
-4,469
Closed -$310K – 420
2019
Q1 		$310K Buy
+4,469
New +$135K 0.04% 380

Other funds holding HAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cornerstone Wealth Management's HAL Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Halliburton (HAL) stake by 1.2% in Q3 2026, selling an estimated $3.31K and leaving 7,974 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #651.

Cornerstone Wealth Management first reported a position in HAL in Q1 2019 and has held it in 22 quarters since. The position peaked at $422K in Q3 2023. 692 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Cornerstone Wealth Management held 7,974 shares of Halliburton worth $254K as of Q3 2026.
  • Cornerstone Wealth Management sold 97 Halliburton shares in Q3 2026, an estimated $3.31K.
  • Halliburton made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #651 holding.
  • Cornerstone Wealth Management first reported a position in Halliburton in Q1 2019 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's Halliburton position peaked at $422K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.