LPL Financial’s Halliburton HAL Stock Holding History

LPL Financial’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 Q3	–	Sell	-13,000	Closed	-$265K	–	5887
2025 Q2	$265K	Buy	+13,000	New	+$273K	﹤0.01%	4865

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial's HAL Position: Q1 2026 in Review

LPL Financial increased its Halliburton (HAL) stake by 23% in Q1 2026, buying an estimated $4.85M and bringing the position to 750,946 shares worth $29.3M. The position accounts for 0.01% of the portfolio, ranked #1216.

LPL Financial first reported a position in HAL in Q2 2013 and has held it in 52 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

LPL Financial held 750,946 shares of Halliburton worth $29.3M as of Q1 2026.
LPL Financial bought 140,239 Halliburton shares in Q1 2026, an estimated $4.85M.
Halliburton made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1216 holding.
LPL Financial first reported a position in Halliburton in Q2 2013 and has held it in 52 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.