IC
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IEQ Capital’s Halliburton HAL Stock Holding History

IEQ Capital’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 		$18.2M Sell
466,937
-121,805
-21% -$4.21M 0.08% 230
2025
Q4 		$16.6M Buy
588,742
+263,321
+81% +$6.95M 0.05% 239
2025
Q3 		$8.01M Sell
325,421
-256,727
-44% -$5.68M 0.02% 383
2025
Q2 		$11.9M Buy
582,148
+416,183
+251% +$8.73M 0.07% 216
2025
Q1 		$4.21M Buy
165,965
+114,635
+223% +$3.01M 0.03% 383
2024
Q4 		$1.4M Buy
51,330
+9,072
+21% +$265K 0.01% 589
2024
Q3 		$1.23M Buy
42,258
+3,000
+8% +$94.6K 0.02% 481
2024
Q2 		$1.33M Sell
39,258
-1,175
-3% -$43.4K 0.02% 421
2024
Q1 		$1.59M Buy
40,433
+1,902
+5% +$68.1K 0.02% 356
2023
Q4 		$1.39M Buy
38,531
+5,150
+15% +$198K 0.02% 350
2023
Q3 		$1.35M Buy
33,381
+8,591
+35% +$337K 0.03% 333
2023
Q2 		$818K Buy
24,790
+6
+0% +$190 0.02% 440
2023
Q1 		$784K Buy
24,784
+905
+4% +$33.5K 0.02% 449
2022
Q4 		$940K Buy
23,879
+4,862
+26% +$172K 0.03% 377
2022
Q3 		$468K Buy
19,017
+2,742
+17% +$78.4K 0.01% 545
2022
Q2 		$510K Sell
16,275
-751
-4% -$28K 0.02% 467
2022
Q1 		$645K Buy
17,026
+1,451
+9% +$46.9K 0.02% 433
2021
Q4 		$356K Sell
15,575
-721
-4% -$17.1K 0.01% 544
2021
Q3 		$352K Buy
16,296
+2,739
+20% +$56.1K 0.01% 520
2021
Q2 		$313K Buy
+13,557
New +$301K 0.01% 450
2020
Q2 		– Sell
-11,571
Closed -$80K – 360
2020
Q1 		$80K Buy
+11,571
New +$201K 0.01% 358

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

IEQ Capital's HAL Position: Q1 2026 in Review

IEQ Capital reduced its Halliburton (HAL) stake by 21% in Q1 2026, selling an estimated $4.21M and leaving 466,937 shares worth $18.2M. The position accounts for 0.08% of the portfolio, ranked #230.

IEQ Capital first reported a position in HAL in Q1 2020 and has held it in 21 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • IEQ Capital held 466,937 shares of Halliburton worth $18.2M as of Q1 2026.
  • IEQ Capital sold 121,805 Halliburton shares in Q1 2026, an estimated $4.21M.
  • Halliburton made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #230 holding.
  • IEQ Capital first reported a position in Halliburton in Q1 2020 and has held it in 21 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.