Loring Wolcott & Coolidge Fiduciary Advisors’s Halliburton HAL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$33.7K	Hold	992	–	–	﹤0.01%	462
2026 Q1	$37.3K	Buy	+992	New	+$34.3K	﹤0.01%	442
2023 Q4	–	Sell	-100	Closed	-$4.06K	–	572
2023 Q3	$4.06K	Hold	100	–	–	﹤0.01%	562
2023 Q2	$3.3K	Buy	+100	New	+$3.16K	﹤0.01%	594
2021 Q3	–	Sell	-190	Closed	-$4K	–	833
2021 Q2	$4K	Buy	+190	New	+$4.22K	﹤0.01%	763
2019 Q3	–	Sell	-840	Closed	-$19K	–	697
2019 Q2	$19K	Hold	840	–	–	﹤0.01%	513
2019 Q1	$25K	Hold	840	–	–	﹤0.01%	492
2018 Q4	$22K	Hold	840	–	–	﹤0.01%	505
2018 Q3	$34K	Sell	840 -32	-4%	-$1.32K	﹤0.01%	453
2018 Q2	$39K	Hold	872	–	–	﹤0.01%	452
2018 Q1	$41K	Hold	872	–	–	﹤0.01%	462
2017 Q4	$43K	Hold	872	–	–	﹤0.01%	452
2017 Q3	$40K	Buy	872 +32	+4%	+$1.34K	﹤0.01%	446
2017 Q2	$36K	Hold	840	–	–	﹤0.01%	445
2017 Q1	$41K	Hold	840	–	–	﹤0.01%	431
2016 Q4	$45K	Hold	840	–	–	﹤0.01%	403
2016 Q3	$38K	Hold	840	–	–	﹤0.01%	421
2016 Q2	$38K	Hold	840	–	–	﹤0.01%	420
2016 Q1	$30K	Hold	840	–	–	﹤0.01%	448
2015 Q4	$29K	Hold	840	–	–	﹤0.01%	482
2015 Q3	$36K	Hold	840	–	–	﹤0.01%	448
2015 Q2	$36K	Sell	840 -840	-50%	-$38.7K	﹤0.01%	448
2015 Q1	$74K	Hold	1,680	–	–	﹤0.01%	391
2014 Q4	$66K	Sell	1,680 -840	-33%	-$40.9K	﹤0.01%	399
2014 Q3	$163K	Hold	2,520	–	–	﹤0.01%	290
2014 Q2	$179K	Hold	2,520	–	–	﹤0.01%	289
2014 Q1	$148K	Hold	2,520	–	–	﹤0.01%	297
2013 Q4	$128K	Buy	+2,520	New	+$130K	﹤0.01%	297

Other funds holding HAL

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HAL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Halliburton (HAL) position steady in Q2 2026 at 992 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HAL in Q4 2013 and has held it in 28 quarters since. The position peaked at $179K in Q2 2014. 493 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 992 shares of Halliburton worth $33.7K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Halliburton share count unchanged in Q2 2026.
Halliburton made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #462 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Halliburton in Q4 2013 and has held it in 28 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Halliburton position peaked at $179K in Q2 2014.
493 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.