LPL Financial
HAL icon

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
Q2 		– Sell
-123,600
Closed -$3.14M – 5618
2025
Q1 		$3.14M Buy
+123,600
New +$3.25M ﹤0.01% 2540
2024
Q4 		– Sell
-7,600
Closed -$221K – 5354
2024
Q3 		$221K Sell
7,600
-13,800
-64% -$435K ﹤0.01% 4661
2024
Q2 		$723K Buy
+21,400
New +$790K ﹤0.01% 3548

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

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.