MWM
HAL icon

Massachusetts Wealth Management’s Halliburton HAL Stock Holding History

Massachusetts Wealth Management’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 		$1.43M Buy
42,075
+575
+1% +$22.5K 0.54% 66
2026
Q1 		$1.62M Buy
41,500
+2,000
+5% +$69.2K 0.7% 54
2025
Q4 		$1.12M Sell
39,500
-375
-0.9% -$9.9K 0.52% 70
2025
Q3 		$981K Sell
39,875
-2,700
-6% -$59.7K 0.49% 73
2025
Q2 		$868K Sell
42,575
-1,000
-2% -$21K 0.49% 71
2025
Q1 		$1.11M Sell
43,575
-100
-0.2% -$2.63K 0.76% 56
2024
Q4 		$1.19M Buy
43,675
+28,125
+181% +$822K 0.73% 58
2024
Q3 		$452K Sell
15,550
-2,625
-14% -$82.8K 0.28% 77
2024
Q2 		$614K Sell
18,175
-150
-0.8% -$5.54K 0.41% 72
2024
Q1 		$722K Buy
18,325
+300
+2% +$10.7K 0.51% 65
2023
Q4 		$652K Hold
18,025
– – 0.53% 66
2023
Q3 		$730K Sell
18,025
-500
-3% -$19.6K 0.67% 57
2023
Q2 		$611K Buy
18,525
+150
+0.8% +$4.74K 0.58% 58
2023
Q1 		$581K Sell
18,375
-100
-0.5% -$3.7K 0.6% 57
2022
Q4 		$762K Buy
+18,475
New +$654K 0.74% 52

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Wealth Management's HAL Position: Q2 2026 in Review

Massachusetts Wealth Management increased its Halliburton (HAL) stake by 1.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 42,075 shares worth $1.43M. The position accounts for 0.54% of the portfolio, ranked #66.

Massachusetts Wealth Management first reported a position in HAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q1 2026. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Massachusetts Wealth Management held 42,075 shares of Halliburton worth $1.43M as of Q2 2026.
  • Massachusetts Wealth Management bought 575 Halliburton shares in Q2 2026, an estimated $22.5K.
  • Halliburton made up 0.54% of Massachusetts Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Massachusetts Wealth Management first reported a position in Halliburton in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Halliburton position peaked at $1.62M in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.