J. Goldman & Co’s Halliburton HAL Stock Holding History

J. Goldman & Co’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	$780K	Buy	+20,000	New	+$692K	0.02%	453
2020 Q3	–	Sell	-843,700	Closed	-$11M	–	342
2020 Q2	$11M	Buy	+843,700	New	+$9.09M	0.68%	44
2015 Q3	–	Sell	-350,000	Closed	-$15.1M	–	254
2015 Q2	$15.1M	Buy	350,000 +330,300	+1,677%	+$15.2M	0.92%	20
2015 Q1	$864K	Sell	19,700 -2,200	-10%	-$91.7K	0.05%	231
2014 Q4	$861K	Buy	+21,900	New	+$1.07M	0.1%	156

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

J. Goldman & Co's HAL Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Halliburton (HAL) in Q1 2026: 5,600 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in HAL as recently as Q2 2022.

J. Goldman & Co first reported a position in HAL in Q3 2014 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

J. Goldman & Co held 5,600 shares of Halliburton worth $218K as of Q1 2026.
Halliburton was a new J. Goldman & Co position in Q1 2026.
Halliburton made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #592 holding.
J. Goldman & Co first reported a position in Halliburton in Q3 2014 and has held it in 7 quarters since.
J. Goldman & Co's Halliburton position peaked at $11.3M in Q3 2014.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.