Meridian Wealth Management’s Halliburton HAL Stock Holding History

Meridian 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	$678K	Buy	17,396 +3,938	+29%	+$136K	0.02%	434
2025 Q4	$380K	Buy	13,458 +1,781	+15%	+$47K	0.01%	559
2025 Q3	$287K	Sell	11,677 -722	-6%	-$16K	0.01%	590
2025 Q2	$253K	Buy	12,399 +895	+8%	+$18.8K	0.01%	590
2025 Q1	$292K	Buy	11,504 +3,893	+51%	+$102K	0.01%	526
2024 Q4	$207K	Sell	7,611 -1,401	-16%	-$41K	0.01%	599
2024 Q3	$262K	Buy	+9,012	New	+$284K	0.01%	554
2024 Q2	–	Sell	-18,519	Closed	-$730K	–	386
2024 Q1	$730K	Sell	18,519 -1,047	-5%	-$37.5K	0.12%	110
2023 Q4	$707K	Sell	19,566 -17,706	-48%	-$681K	0.05%	315
2023 Q3	$1.51M	Buy	37,272 +4,764	+15%	+$187K	0.09%	185
2023 Q2	$1.07M	Buy	32,508 +9,258	+40%	+$292K	0.09%	181
2023 Q1	$736K	Buy	+23,250	New	+$861K	0.06%	253
2019 Q3	–	Sell	-1,393	Closed	-$317	–	301
2019 Q2	$317	Buy	+1,393	New	+$36.2K	0.01%	451

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

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

Meridian Wealth Management increased its Halliburton (HAL) stake by 29% in Q1 2026, buying an estimated $136K and bringing the position to 17,396 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #434.

Meridian Wealth Management first reported a position in HAL in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.51M in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Meridian Wealth Management held 17,396 shares of Halliburton worth $678K as of Q1 2026.
Meridian Wealth Management bought 3,938 Halliburton shares in Q1 2026, an estimated $136K.
Halliburton made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #434 holding.
Meridian Wealth Management first reported a position in Halliburton in Q2 2019 and has held it in 13 quarters since.
Meridian Wealth Management's Halliburton position peaked at $1.51M in Q3 2023.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.