Senator Investment Group’s Halliburton HAL Stock Holding History

Senator Investment Group’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	$33M	Buy	+846,693	New	+$29.3M	1.52%	29
2017 Q1	–	Sell	-650,000	Closed	-$35.2M	–	61
2016 Q4	$35.2M	Buy	+650,000	New	+$32.4M	0.53%	34
2016 Q3	–	Sell	-1,500,000	Closed	-$67.9M	–	65
2016 Q2	$67.9M	Buy	+1,500,000	New	+$61.7M	1.09%	31
2014 Q2	–	Sell	-2,000,000	Closed	-$118M	–	69
2014 Q1	$118M	Sell	2,000,000 -250,000	-11%	-$13.4M	1.4%	35
2013 Q4	$114M	Buy	2,250,000 +250,000	+13%	+$12.9M	1.31%	39
2013 Q3	$96.3M	Sell	2,000,000 -1,000,000	-33%	-$46.8M	1.39%	39
2013 Q2	$125M	Buy	+3,000,000	New	+$125M	1.95%	22

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

Senator Investment Group's HAL Position: Q1 2026 in Review

Senator Investment Group opened a new position in Halliburton (HAL) in Q1 2026: 846,693 shares worth $33M. The stake represents 1.52% of the portfolio and ranks #29 among its holdings. This is a return to the name: Senator Investment Group previously reported a position in HAL as recently as Q4 2016.

Senator Investment Group first reported a position in HAL in Q2 2013 and has held it in 7 quarters since. The position peaked at $125M in Q2 2013. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Senator Investment Group held 846,693 shares of Halliburton worth $33M as of Q1 2026.
Halliburton was a new Senator Investment Group position in Q1 2026.
Halliburton made up 1.52% of Senator Investment Group's portfolio in Q1 2026, its #29 holding.
Senator Investment Group first reported a position in Halliburton in Q2 2013 and has held it in 7 quarters since.
Senator Investment Group's Halliburton position peaked at $125M in Q2 2013.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Senator Investment Group's 13F filing for Q1 2026, filed 13 May 2026.