MWM
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Mittelman Wealth Management’s Halliburton HAL Stock Holding History

Mittelman 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 		$315K Sell
8,074
-868
-10% -$30K 0.2% 46
2025
Q4 		$253K Buy
+8,942
New +$236K 0.16% 41
2024
Q3 		– Sell
-6,276
Closed -$212K – 47
2024
Q2 		$212K Buy
+6,276
New +$232K 0.14% 71

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

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

Mittelman Wealth Management reduced its Halliburton (HAL) stake by 9.7% in Q1 2026, selling an estimated $30K and leaving 8,074 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #46.

Mittelman Wealth Management first reported a position in HAL in Q2 2024 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Mittelman Wealth Management held 8,074 shares of Halliburton worth $315K as of Q1 2026.
  • Mittelman Wealth Management sold 868 Halliburton shares in Q1 2026, an estimated $30K.
  • Halliburton made up 0.2% of Mittelman Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Mittelman Wealth Management first reported a position in Halliburton in Q2 2024 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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