EPG Wealth Management’s Halliburton HAL Stock Holding History

EPG 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 Q1	$1.03M	Buy	26,516 +418	+2%	+$14.5K	0.28%	100
2025 Q4	$738K	Sell	26,098 -3,483	-12%	-$92K	0.2%	119
2025 Q3	$728K	Buy	29,581 +942	+3%	+$20.8K	0.2%	125
2025 Q2	$584K	Sell	28,639 -185	-0.6%	-$3.88K	0.18%	133
2025 Q1	$731K	Buy	+28,824	New	+$758K	0.2%	136
2023 Q4	–	Sell	-18,483	Closed	-$749K	–	438
2023 Q3	$749K	Sell	18,483 -2,263	-11%	-$88.6K	0.23%	113
2023 Q2	$684K	Buy	+20,746	New	+$655K	0.2%	122
2020 Q2	–	Sell	-13	Closed	–	–	395
2020 Q1	$0	Buy	+13	New	+$226	﹤0.01%	807

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EPG Wealth Management's HAL Position: Q1 2026 in Review

EPG Wealth Management increased its Halliburton (HAL) stake by 1.6% in Q1 2026, buying an estimated $14.5K and bringing the position to 26,516 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #100.

EPG Wealth Management first reported a position in HAL in Q1 2020 and has held it in 8 quarters since. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

EPG Wealth Management held 26,516 shares of Halliburton worth $1.03M as of Q1 2026.
EPG Wealth Management bought 418 Halliburton shares in Q1 2026, an estimated $14.5K.
Halliburton made up 0.28% of EPG Wealth Management's portfolio in Q1 2026, its #100 holding.
EPG Wealth Management first reported a position in Halliburton in Q1 2020 and has held it in 8 quarters since.
1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.