LFA
HAL icon

LGT Financial Advisors’s Halliburton HAL Stock Holding History

LGT 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 		– Sell
-118
Closed -$3.33K – 260
2025
Q4 		$3.33K Buy
118
+1
+0.9% +$26 0.02% 223
2025
Q3 		$2.88K Buy
117
+1
+0.9% +$22 0.01% 330
2025
Q2 		$2.37K Hold
116
– – 0.01% 349
2025
Q1 		$2.93K Sell
116
-770
-87% -$20.2K 0.01% 256
2024
Q4 		$24.1K Buy
886
+357
+67% +$10.4K 0.05% 275
2024
Q3 		$15.4K Sell
529
-430
-45% -$13.6K 0.04% 335
2024
Q2 		$32.4K Sell
959
-1,268
-57% -$46.8K 0.07% 211
2024
Q1 		$87.8K Sell
2,227
-113
-5% -$4.05K 0.1% 186
2023
Q4 		$84.6K Buy
2,340
+47
+2% +$1.81K 0.1% 176
2023
Q3 		$92.8K Buy
+2,293
New +$89.8K 0.12% 162

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

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

LGT Financial Advisors sold out of Halliburton (HAL) in Q1 2026, closing a stake of 118 shares — an estimated $3.33K sold.

LGT Financial Advisors first reported a position in HAL in Q3 2023 and held it in 10 quarters. The position peaked at $92.8K in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • LGT Financial Advisors reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 118 Halliburton shares in Q1 2026, an estimated $3.33K.
  • LGT Financial Advisors first reported a position in Halliburton in Q3 2023 and held it in 10 quarters.
  • LGT Financial Advisors's Halliburton position peaked at $92.8K in Q3 2023.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.