IWM
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IMG Wealth Management’s Halliburton HAL Stock Holding History

IMG 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 		$585 Buy
+15
New +$519 ﹤0.01% 491
2025
Q4 		– Sell
-26
Closed -$640 – 620
2025
Q3 		$640 Buy
+26
New +$575 ﹤0.01% 536

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

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

IMG Wealth Management opened a new position in Halliburton (HAL) in Q1 2026: 15 shares worth $585. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in HAL as recently as Q3 2025.

IMG Wealth Management first reported a position in HAL in Q3 2025 and has held it in 2 quarters since. The position peaked at $640 in Q3 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • IMG Wealth Management held 15 shares of Halliburton worth $585 as of Q1 2026.
  • Halliburton was a new IMG Wealth Management position in Q1 2026.
  • Halliburton made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #491 holding.
  • IMG Wealth Management first reported a position in Halliburton in Q3 2025 and has held it in 2 quarters since.
  • IMG Wealth Management's Halliburton position peaked at $640 in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.