IRON Financial’s Halliburton HAL Stock Holding History

IRON Financial’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	-10,344	Closed	-$292K	–	154
2025 Q4	$292K	Sell	10,344 -125	-1%	-$3.3K	0.13%	94
2025 Q3	$258K	Buy	+10,469	New	+$232K	0.12%	102

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

IRON Financial's HAL Position: Q1 2026 in Review

IRON Financial sold out of Halliburton (HAL) in Q1 2026, closing a stake of 10,344 shares — an estimated $292K sold.

IRON Financial first reported a position in HAL in Q3 2025 and held it in 2 quarters. The position peaked at $292K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

IRON Financial reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
IRON Financial sold 10,344 Halliburton shares in Q1 2026, an estimated $292K.
IRON Financial first reported a position in Halliburton in Q3 2025 and held it in 2 quarters.
IRON Financial's Halliburton position peaked at $292K in Q4 2025.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.