Lauterbach Financial Advisors’s Halliburton HAL Stock Holding History

Lauterbach Financial Advisors’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	$766K	Hold	19,641	–	–	0.37%	34
2025 Q4	$555K	Hold	19,641	–	–	0.27%	47
2025 Q3	$483K	Hold	19,641	–	–	0.24%	50
2025 Q2	$400K	Hold	19,641	–	–	0.22%	49
2025 Q1	$498K	Hold	19,641	–	–	0.31%	45
2024 Q4	$534K	Hold	19,641	–	–	0.32%	37
2024 Q3	$571K	Hold	19,641	–	–	0.35%	36
2024 Q2	$625K	Hold	19,641	–	–	0.41%	29
2024 Q1	$774K	Hold	19,641	–	–	0.51%	26
2023 Q4	$710K	Hold	19,641	–	–	0.49%	25
2023 Q3	$795K	Hold	19,641	–	–	0.62%	19
2023 Q2	$648K	Hold	19,641	–	–	0.5%	24
2023 Q1	$621K	Hold	19,641	–	–	0.5%	27
2022 Q4	$773K	Hold	19,641	–	–	0.69%	20
2022 Q3	$484K	Hold	19,641	–	–	0.49%	25
2022 Q2	$616K	Hold	19,641	–	–	0.59%	21
2022 Q1	$744K	Hold	19,641	–	–	0.68%	20
2021 Q4	$449K	Buy	+19,641	New	+$465K	0.4%	25

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

Lauterbach Financial Advisors's HAL Position: Q1 2026 in Review

Lauterbach Financial Advisors held its Halliburton (HAL) position steady in Q1 2026 at 19,641 shares worth $766K. The position accounts for 0.37% of the portfolio, ranked #34.

Lauterbach Financial Advisors first reported a position in HAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $795K in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Lauterbach Financial Advisors held 19,641 shares of Halliburton worth $766K as of Q1 2026.
Lauterbach Financial Advisors left its Halliburton share count unchanged in Q1 2026.
Halliburton made up 0.37% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #34 holding.
Lauterbach Financial Advisors first reported a position in Halliburton in Q4 2021 and has held it in 18 quarters since.
Lauterbach Financial Advisors's Halliburton position peaked at $795K in Q3 2023.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.