Sumitomo Mitsui Trust Group
HAL icon

Sumitomo Mitsui Trust Group’s Halliburton HAL Stock Holding History

Sumitomo Mitsui Trust 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 		$82.5M Sell
2,116,057
-107,771
-5% -$3.73M 0.05% 322
2025
Q4 		$62.8M Sell
2,223,828
-160,140
-7% -$4.23M 0.04% 401
2025
Q3 		$58.6M Sell
2,383,968
-32,392
-1% -$717K 0.03% 429
2025
Q2 		$49.2M Buy
2,416,360
+189,864
+9% +$3.98M 0.03% 458
2025
Q1 		$56.5M Sell
2,226,496
-30,754
-1% -$809K 0.04% 412
2024
Q4 		$61.4M Buy
2,257,250
+80,567
+4% +$2.36M 0.04% 396
2024
Q3 		$63.2M Buy
2,176,683
+3,675
+0.2% +$116K 0.04% 397
2024
Q2 		$73.4M Buy
2,173,008
+5,947
+0.3% +$219K 0.05% 339
2024
Q1 		$85.4M Sell
2,167,061
-7,969
-0.4% -$285K 0.06% 343
2023
Q4 		$78.6M Sell
2,175,030
-25,286
-1% -$972K 0.06% 349
2023
Q3 		$89.1M Sell
2,200,316
-45,429
-2% -$1.78M 0.07% 293
2023
Q2 		$74.1M Sell
2,245,745
-332,678
-13% -$10.5M 0.06% 362
2023
Q1 		$81.6M Sell
2,578,423
-279,335
-10% -$10.3M 0.06% 350
2022
Q4 		$112M Sell
2,857,758
-60,015
-2% -$2.12M 0.09% 255
2022
Q3 		$71.8M Sell
2,917,773
-367,246
-11% -$10.5M 0.06% 368
2022
Q2 		$103M Buy
3,285,019
+815,430
+33% +$30.4M 0.08% 288
2022
Q1 		$93.5M Sell
2,469,589
-24,988
-1% -$808K 0.06% 340
2021
Q4 		$57.1M Sell
2,494,577
-689,963
-22% -$16.3M 0.03% 502
2021
Q3 		$68.8M Buy
3,184,540
+192,244
+6% +$3.94M 0.04% 446
2021
Q2 		$69.2M Sell
2,992,296
-1,796,730
-38% -$39.9M 0.04% 451
2021
Q1 		$103M Sell
4,789,026
-414,918
-8% -$8.68M 0.06% 344
2020
Q4 		$98.4M Buy
5,203,944
+1,847,757
+55% +$28.7M 0.06% 343
2020
Q3 		$40.4M Sell
3,356,187
-371,999
-10% -$5.39M 0.03% 550
2020
Q2 		$48.4M Sell
3,728,186
-120,490
-3% -$1.3M 0.03% 507
2020
Q1 		$26.4M Buy
3,848,676
+84,147
+2% +$1.46M 0.02% 589
2019
Q4 		$92.1M Buy
3,764,529
+18,581
+0.5% +$392K 0.07% 293
2019
Q3 		$70.6M Buy
3,745,948
+6,011
+0.2% +$124K 0.06% 334
2019
Q2 		$85M Sell
3,739,937
-78,032
-2% -$2.03M 0.08% 284
2019
Q1 		$112M Buy
3,817,969
+489,352
+15% +$14.8M 0.1% 217
2018
Q4 		$88.1M Buy
3,328,617
+556,992
+20% +$18.8M 0.09% 230
2018
Q3 		$112M Sell
2,771,625
-18,896
-0.7% -$782K 0.12% 191
2018
Q2 		$126M Buy
2,790,521
+137,774
+5% +$6.86M 0.15% 163
2018
Q1 		$125M Buy
2,652,747
+91,317
+4% +$4.51M 0.16% 144
2017
Q4 		$125M Buy
2,561,430
+27,187
+1% +$1.2M 0.16% 145
2017
Q3 		$117M Sell
2,534,243
-70,289
-3% -$2.94M 0.16% 142
2017
Q2 		$111M Buy
2,604,532
+27,065
+1% +$1.24M 0.16% 146
2017
Q1 		$127M Buy
2,577,467
+39,359
+2% +$2.12M 0.2% 121
2016
Q4 		$137M Sell
2,538,108
-536,921
-17% -$26.8M 0.22% 103
2016
Q3 		$138M Buy
3,075,029
+527,656
+21% +$23M 0.23% 97
2016
Q2 		$115M Sell
2,547,373
-284,789
-10% -$11.7M 0.2% 117
2016
Q1 		$101M Buy
2,832,162
+61,737
+2% +$2.01M 0.18% 134
2015
Q4 		$94.6M Buy
2,770,425
+5,129
+0.2% +$193K 0.17% 135
2015
Q3 		$97.8M Buy
2,765,296
+129,531
+5% +$5.1M 0.19% 126
2015
Q2 		$114M Sell
2,635,765
-34,113
-1% -$1.57M 0.2% 114
2015
Q1 		$117M Sell
2,669,878
-72,033
-3% -$3M 0.21% 110
2014
Q4 		$108M Sell
2,741,911
-10,010
-0.4% -$487K 0.21% 115
2014
Q3 		$178M Buy
2,751,921
+423,768
+18% +$29.1M 0.36% 61
2014
Q2 		$165M Sell
2,328,153
-168,293
-7% -$10.8M 0.34% 69
2014
Q1 		$147M Buy
2,496,446
+16,020
+0.6% +$856K 0.31% 78
2013
Q4 		$125M Sell
2,480,426
-150,304
-6% -$7.77M 0.26% 93
2013
Q3 		$127M Sell
2,630,730
-114,149
-4% -$5.35M 0.27% 85
2013
Q2 		$115M Buy
+2,744,879
New +$115M 0.26% 83

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

Sumitomo Mitsui Trust Group's HAL Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Halliburton (HAL) stake by 4.8% in Q1 2026, selling an estimated $3.73M and leaving 2,116,057 shares worth $82.5M. The position accounts for 0.05% of the portfolio, ranked #322.

Sumitomo Mitsui Trust Group first reported a position in HAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q3 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 2,116,057 shares of Halliburton worth $82.5M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 107,771 Halliburton shares in Q1 2026, an estimated $3.73M.
  • Halliburton made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #322 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Halliburton in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Halliburton position peaked at $178M in Q3 2014.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.