Mount Yale Investment Advisors’s Halliburton HAL Stock Holding History

Mount Yale Investment Advisors’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	$1.04M	Buy	26,781 +3,937	+17%	+$136K	0.02%	502
2025 Q4	$646K	Buy	+22,844	New	+$603K	0.03%	398
2025 Q3	–	Sell	-2,125	Closed	-$43.3K	–	1061
2025 Q2	$43.3K	Buy	+2,125	New	+$44.6K	﹤0.01%	854
2024 Q4	–	Sell	-147,365	Closed	-$4.28M	–	585
2024 Q3	$4.28M	Buy	147,365 +11,299	+8%	+$356K	0.41%	59
2024 Q2	$4.6M	Sell	136,066 -19,487	-13%	-$719K	0.36%	56
2024 Q1	$6.13M	Buy	155,553 +32,871	+27%	+$1.18M	0.47%	40
2023 Q4	$4.43M	Sell	122,682 -45,482	-27%	-$1.75M	0.42%	52
2023 Q3	$6.81M	Buy	168,164 +152,874	+1,000%	+$5.99M	0.74%	14
2023 Q2	$504K	Buy	15,290 +1,991	+15%	+$62.9K	0.05%	304
2023 Q1	$421K	Buy	+13,299	New	+$493K	0.05%	321
2018 Q4	–	Sell	-1,263	Closed	-$46K	–	502
2018 Q3	$46K	Sell	1,263 -209	-14%	-$8.65K	0.01%	614
2018 Q2	$66K	Sell	1,472 -284	-16%	-$14.1K	0.01%	579
2018 Q1	$82K	Buy	+1,756	New	+$86.7K	0.02%	510

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

Mount Yale Investment Advisors's HAL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Halliburton (HAL) stake by 17% in Q1 2026, buying an estimated $136K and bringing the position to 26,781 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #502.

Mount Yale Investment Advisors first reported a position in HAL in Q1 2018 and has held it in 13 quarters since. The position peaked at $6.81M in Q3 2023. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Mount Yale Investment Advisors held 26,781 shares of Halliburton worth $1.04M as of Q1 2026.
Mount Yale Investment Advisors bought 3,937 Halliburton shares in Q1 2026, an estimated $136K.
Halliburton made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #502 holding.
Mount Yale Investment Advisors first reported a position in Halliburton in Q1 2018 and has held it in 13 quarters since.
Mount Yale Investment Advisors's Halliburton position peaked at $6.81M in Q3 2023.
1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.