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Forum Financial Management’s Halliburton HAL Stock Holding History

Forum Financial 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 		– Sell
-26,880
Closed -$760K – 620
2025
Q4 		$760K Buy
26,880
+3,891
+17% +$103K 0.01% 317
2025
Q3 		$566K Buy
22,989
+9,400
+69% +$208K 0.01% 413
2025
Q2 		$277K Sell
13,589
-7
-0.1% -$147 ﹤0.01% 716
2025
Q1 		$345K Buy
13,596
+86
+0.6% +$2.26K 0.01% 526
2024
Q4 		$367K Sell
13,510
-55
-0.4% -$1.61K 0.01% 509
2024
Q3 		$394K Buy
13,565
+27
+0.2% +$851 0.01% 407
2024
Q2 		$457K Sell
13,538
-84
-0.6% -$3.1K 0.01% 335
2024
Q1 		$537K Buy
13,622
+96
+0.7% +$3.44K 0.01% 301
2023
Q4 		$489K Sell
13,526
-40
-0.3% -$1.54K 0.01% 296
2023
Q3 		$549K Hold
13,566
– – 0.01% 260
2023
Q2 		$448K Buy
13,566
+129
+1% +$4.08K 0.01% 314
2023
Q1 		$425K Sell
13,437
-501
-4% -$18.6K 0.01% 304
2022
Q4 		$548K Sell
13,938
-3,864
-22% -$137K 0.02% 233
2022
Q3 		$438K Buy
17,802
+150
+0.8% +$4.29K 0.02% 246
2022
Q2 		$554K Buy
17,652
+8
+0% +$298 0.03% 208
2022
Q1 		$668K Buy
17,644
+3,864
+28% +$125K 0.03% 188
2021
Q4 		$315K Buy
+13,780
New +$326K 0.02% 394

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

Forum Financial Management's HAL Position: Q1 2026 in Review

Forum Financial Management sold out of Halliburton (HAL) in Q1 2026, closing a stake of 26,880 shares — an estimated $760K sold.

Forum Financial Management first reported a position in HAL in Q4 2021 and held it in 17 quarters. The position peaked at $760K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Forum Financial Management reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 26,880 Halliburton shares in Q1 2026, an estimated $760K.
  • Forum Financial Management first reported a position in Halliburton in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Halliburton position peaked at $760K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.