Lido Advisors
HAL icon

Lido Advisors’s Halliburton HAL Stock Holding History

Lido 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 		$828K Sell
21,242
-5,036
-19% -$174K ﹤0.01% 1052
2025
Q4 		$674K Sell
26,278
-14
-0.1% -$370 ﹤0.01% 1176
2025
Q3 		$647K Buy
26,292
+8,837
+51% +$196K ﹤0.01% 1129
2025
Q2 		$356K Sell
17,455
-749
-4% -$15.7K ﹤0.01% 1260
2025
Q1 		$462K Sell
18,204
-9,900
-35% -$260K ﹤0.01% 1046
2024
Q4 		$764K Sell
28,104
-6,588
-19% -$193K ﹤0.01% 862
2024
Q3 		$1.01M Sell
34,692
-38,948
-53% -$1.23M 0.01% 704
2024
Q2 		$2.49M Sell
73,640
-3,175
-4% -$117K 0.01% 407
2024
Q1 		$3.03M Sell
76,815
-471
-0.6% -$16.9K 0.02% 355
2023
Q4 		$2.79M Sell
77,286
-6,114
-7% -$235K 0.02% 347
2023
Q3 		$3.38M Sell
83,400
-12,454
-13% -$488K 0.03% 297
2023
Q2 		$3.16M Buy
95,854
+1,232
+1% +$38.9K 0.02% 293
2023
Q1 		$2.99M Buy
+94,622
New +$3.5M 0.03% 270
2019
Q4 		– Sell
-26,946
Closed -$508K – 663
2019
Q3 		$508K Buy
26,946
+326
+1% +$6.75K 0.03% 325
2019
Q2 		$605K Sell
26,620
-495
-2% -$12.8K 0.03% 267
2019
Q1 		$794K Buy
27,115
+9,841
+57% +$297K 0.05% 222
2018
Q4 		$459K Buy
17,274
+1,225
+8% +$41.3K 0.05% 239
2018
Q3 		$650K Buy
16,049
+2,580
+19% +$107K 0.06% 186
2018
Q2 		$606K Buy
13,469
+2,290
+20% +$114K 0.07% 168
2018
Q1 		$524K Buy
11,179
+4,321
+63% +$213K 0.07% 177
2017
Q4 		$335K Buy
6,858
+346
+5% +$15.3K 0.05% 209
2017
Q3 		$278K Sell
6,512
-284
-4% -$11.9K 0.04% 218
2017
Q2 		$290K Buy
6,796
+533
+9% +$24.5K 0.06% 183
2017
Q1 		$284K Buy
6,263
+1,826
+41% +$98.2K 0.08% 162
2016
Q4 		$240K Buy
+4,437
New +$221K 0.06% 172

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

Lido Advisors's HAL Position: Q1 2026 in Review

Lido Advisors reduced its Halliburton (HAL) stake by 19% in Q1 2026, selling an estimated $174K and leaving 21,242 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Lido Advisors first reported a position in HAL in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.38M in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Lido Advisors held 21,242 shares of Halliburton worth $828K as of Q1 2026.
  • Lido Advisors sold 5,036 Halliburton shares in Q1 2026, an estimated $174K.
  • Halliburton made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1052 holding.
  • Lido Advisors first reported a position in Halliburton in Q4 2016 and has held it in 25 quarters since.
  • Lido Advisors's Halliburton position peaked at $3.38M in Q3 2023.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.