LJAC
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L.J. Altfest & Co’s Halliburton HAL Stock Holding History

L.J. Altfest & 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
2014
Q4 		– Sell
-24,106
Closed -$1.49M – 123
2014
Q3 		$1.49M Sell
24,106
-12
-0% -$823 1.47% 28
2014
Q2 		$1.69M Sell
24,118
-297
-1% -$19K 1.67% 20
2014
Q1 		$1.41M Buy
+24,415
New +$1.3M 1.31% 26

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

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

L.J. Altfest & Co opened a new position in Halliburton (HAL) in Q1 2026: 29,755 shares worth $1.16M. The stake represents 0.12% of the portfolio and ranks #131 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in HAL as recently as Q2 2022.

L.J. Altfest & Co first reported a position in HAL in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.39M in Q1 2015. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • L.J. Altfest & Co held 29,755 shares of Halliburton worth $1.16M as of Q1 2026.
  • Halliburton was a new L.J. Altfest & Co position in Q1 2026.
  • Halliburton made up 0.12% of L.J. Altfest & Co's portfolio in Q1 2026, its #131 holding.
  • L.J. Altfest & Co first reported a position in Halliburton in Q4 2013 and has held it in 15 quarters since.
  • L.J. Altfest & Co's Halliburton position peaked at $1.39M in Q1 2015.
  • 1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.