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Kohmann Bosshard Financial Services’s Halliburton HAL Stock Holding History

Kohmann Bosshard Financial Services’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
-59
Closed -$1.67K – 370
2025
Q4 		$1.67K Buy
+59
New +$1.56K ﹤0.01% 975
2025
Q1 		– Sell
-59
Closed -$1.6K – 484
2024
Q4 		$1.6K Buy
+59
New +$1.73K ﹤0.01% 582

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

Kohmann Bosshard Financial Services's HAL Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Halliburton (HAL) in Q1 2026, closing a stake of 59 shares — an estimated $1.67K sold.

Kohmann Bosshard Financial Services first reported a position in HAL in Q4 2024 and held it in 2 quarters. The position peaked at $1.67K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 59 Halliburton shares in Q1 2026, an estimated $1.67K.
  • Kohmann Bosshard Financial Services first reported a position in Halliburton in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Halliburton position peaked at $1.67K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.