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Legacy Investment Solutions’s Halliburton HAL Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$102 Buy
+5
New +$105 ﹤0.01% 736
2024
Q4 		$126 Hold
5
– – ﹤0.01% 729
2024
Q3 		$151 Buy
+5
New +$158 ﹤0.01% 677

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's HAL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Halliburton (HAL) in Q2 2025: 5 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HAL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HAL in Q3 2024 and has held it in 3 quarters since. The position peaked at $151 in Q3 2024. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Legacy Investment Solutions held 5 shares of Halliburton worth $102 as of Q2 2025.
  • Halliburton was a new Legacy Investment Solutions position in Q2 2025.
  • Halliburton made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #736 holding.
  • Legacy Investment Solutions first reported a position in Halliburton in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Halliburton position peaked at $151 in Q3 2024.
  • 900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.