Mackenzie Financial’s Halliburton HAL Stock Holding History

Mackenzie 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
2015 Q1	–	Sell	-452,000	Closed	-$246K	–	783
2014 Q4	$246K	Buy	452,000 +252,000	+126%	+$12.3M	﹤0.01%	714
2014 Q3	$2.98M	Buy	+200,000	New	+$13.7M	0.01%	354
2014 Q2	–	Sell	-300,000	Closed	-$6.91M	–	653
2014 Q1	$6.91M	Hold	300,000	–	–	0.03%	292
2013 Q4	$4.14M	Buy	300,000 +50,000	+20%	+$2.58M	0.02%	322
2013 Q3	$2.81M	Buy	+250,000	New	+$11.7M	0.01%	349

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

Mackenzie Financial's HAL Position: Q1 2026 in Review

Mackenzie Financial increased its Halliburton (HAL) stake by 9.9% in Q1 2026, buying an estimated $311K and bringing the position to 99,401 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Mackenzie Financial first reported a position in HAL in Q2 2013 and has held it in 50 quarters since. The position peaked at $136M in Q1 2018. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Mackenzie Financial held 99,401 shares of Halliburton worth $3.88M as of Q1 2026.
Mackenzie Financial bought 8,987 Halliburton shares in Q1 2026, an estimated $311K.
Halliburton made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #751 holding.
Mackenzie Financial first reported a position in Halliburton in Q2 2013 and has held it in 50 quarters since.
Mackenzie Financial's Halliburton position peaked at $136M in Q1 2018.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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