HWM
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HB Wealth Management’s Halliburton HAL Stock Holding History

HB 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 		$1.83M Buy
46,851
+3,978
+9% +$138K 0.01% 453
2025
Q4 		$1.21M Buy
42,873
+13,277
+45% +$351K 0.01% 566
2025
Q3 		$728K Buy
29,596
+9,909
+50% +$219K ﹤0.01% 707
2025
Q2 		$401K Buy
19,687
+4,476
+29% +$93.9K ﹤0.01% 825
2025
Q1 		$386K Buy
15,211
+1,866
+14% +$49.1K ﹤0.01% 859
2024
Q4 		$363K Buy
13,345
+2,030
+18% +$59.3K ﹤0.01% 746
2024
Q3 		$329K Sell
11,315
-4,127
-27% -$130K ﹤0.01% 725
2024
Q2 		$522K Buy
15,442
+1,583
+11% +$58.4K 0.01% 535
2024
Q1 		$546K Buy
13,859
+1,532
+12% +$54.9K 0.01% 477
2023
Q4 		$446K Sell
12,327
-614
-5% -$23.6K 0.01% 495
2023
Q3 		$524K Buy
12,941
+2,721
+27% +$107K 0.01% 419
2023
Q2 		$337K Buy
10,220
+2,424
+31% +$76.6K 0.01% 515
2023
Q1 		$247K Buy
7,796
+1,262
+19% +$46.7K ﹤0.01% 594
2022
Q4 		$257K Buy
+6,534
New +$231K ﹤0.01% 561

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

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

HB Wealth Management increased its Halliburton (HAL) stake by 9.3% in Q1 2026, buying an estimated $138K and bringing the position to 46,851 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #453.

HB Wealth Management first reported a position in HAL in Q4 2022 and has held it in 14 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • HB Wealth Management held 46,851 shares of Halliburton worth $1.83M as of Q1 2026.
  • HB Wealth Management bought 3,978 Halliburton shares in Q1 2026, an estimated $138K.
  • Halliburton made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #453 holding.
  • HB Wealth Management first reported a position in Halliburton in Q4 2022 and has held it in 14 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.