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Legacy Wealth Management (Idaho)’s Halliburton HAL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$234 Hold
6
– – ﹤0.01% 982
2025
Q4 		$170 Buy
6
+1
+20% +$26 ﹤0.01% 880
2025
Q3 		$123 Hold
5
– – ﹤0.01% 751
2025
Q2 		$102 Hold
5
– – ﹤0.01% 736
2025
Q1 		$127 Hold
5
– – ﹤0.01% 790
2024
Q4 		$126 Hold
5
– – ﹤0.01% 729
2024
Q3 		$151 Buy
+5
New +$158 ﹤0.01% 677

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

Legacy Wealth Management (Idaho)'s HAL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Halliburton (HAL) position steady in Q1 2026 at 6 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Legacy Wealth Management (Idaho) first reported a position in HAL in Q3 2024 and has held it in 7 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 6 shares of Halliburton worth $234 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #982 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Halliburton in Q3 2024 and has held it in 7 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.