Perigon Wealth Management’s Halliburton HAL Stock Holding History

Perigon 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	$517K	Sell	13,250 -716	-5%	-$24.8K	0.01%	797
2025 Q4	$395K	Buy	13,966 +4,148	+42%	+$110K	0.01%	897
2025 Q3	$242K	Buy	+9,818	New	+$217K	﹤0.01%	1062
2025 Q1	–	Sell	-7,326	Closed	-$214K	–	1060
2024 Q4	$214K	Buy	7,326 +159	+2%	+$4.65K	0.01%	948
2024 Q3	$208K	Buy	+7,167	New	+$226K	0.01%	926
2023 Q4	–	Sell	-6,572	Closed	-$266K	–	855
2023 Q3	$266K	Buy	+6,572	New	+$257K	0.01%	633
2021 Q1	–	Sell	-1,065	Closed	-$20K	–	720
2020 Q4	$20K	Buy	+1,065	New	+$16.5K	﹤0.01%	1051
2017 Q2	–	Sell	-2,049	Closed	-$101K	–	597
2017 Q1	$101K	Buy	2,049 +17	+0.8%	+$914	0.02%	301
2016 Q4	$109K	Buy	+2,032	New	+$101K	0.02%	282

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

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

Perigon Wealth Management reduced its Halliburton (HAL) stake by 5.1% in Q1 2026, selling an estimated $24.8K and leaving 13,250 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #797.

Perigon Wealth Management first reported a position in HAL in Q4 2016 and has held it in 9 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Perigon Wealth Management held 13,250 shares of Halliburton worth $517K as of Q1 2026.
Perigon Wealth Management sold 716 Halliburton shares in Q1 2026, an estimated $24.8K.
Halliburton made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #797 holding.
Perigon Wealth Management first reported a position in Halliburton in Q4 2016 and has held it in 9 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.