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
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 $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

Massachusetts Wealth Management's HAL Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Halliburton (HAL) stake by 5.1% in Q1 2026, buying an estimated $69.2K and bringing the position to 41,500 shares worth $1.62M. The position accounts for 0.7% of the portfolio, ranked #54.

Massachusetts Wealth Management first reported a position in HAL in Q4 2022 and has held it in 14 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Massachusetts Wealth Management held 41,500 shares of Halliburton worth $1.62M as of Q1 2026.
  • Massachusetts Wealth Management bought 2,000 Halliburton shares in Q1 2026, an estimated $69.2K.
  • Halliburton made up 0.7% of Massachusetts Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Massachusetts Wealth Management first reported a position in Halliburton in Q4 2022 and has held it in 14 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.