Welch & Forbes’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $296K | Hold |
7,600
| – | – | ﹤0.01% | 325 |
|
|
2025
Q4 | $215K | Buy |
+7,600
| New | +$201K | ﹤0.01% | 367 |
|
|
2025
Q1 | – | Sell |
-7,600
| Closed | -$207K | – | 376 |
|
|
2024
Q4 | $207K | Hold |
7,600
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $221K | Hold |
7,600
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $250K | Hold |
7,600
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $300K | Hold |
7,600
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $275K | Hold |
7,600
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $308K | Hold |
7,600
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $251K | Sell |
7,600
-430
| -5% | -$13.6K | ﹤0.01% | 346 |
|
|
2023
Q1 | $254K | Hold |
8,030
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $316K | Buy |
+8,030
| New | +$284K | 0.01% | 323 |
|
|
2022
Q3 | – | Sell |
-7,600
| Closed | -$238K | – | 374 |
|
|
2022
Q2 | $238K | Hold |
7,600
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $288K | Buy |
+7,600
| New | +$246K | ﹤0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-8,200
| Closed | -$201K | – | 341 |
|
|
2019
Q4 | $201K | Buy |
+8,200
| New | +$173K | ﹤0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-9,000
| Closed | -$205K | – | 351 |
|
|
2019
Q2 | $205K | Hold |
9,000
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $264K | Hold |
9,000
| – | – | 0.01% | 313 |
|
|
2018
Q4 | $239K | Buy |
9,000
+390
| +5% | +$13.2K | 0.01% | 310 |
|
|
2018
Q3 | $349K | Sell |
8,610
-144
| -2% | -$5.96K | 0.01% | 288 |
|
|
2018
Q2 | $395K | Buy |
8,754
+210
| +2% | +$10.5K | 0.01% | 273 |
|
|
2018
Q1 | $401K | Buy |
8,544
+144
| +2% | +$7.11K | 0.01% | 275 |
|
|
2017
Q4 | $411K | Sell |
8,400
-3,825
| -31% | -$169K | 0.01% | 261 |
|
|
2017
Q3 | $563K | Hold |
12,225
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $522K | Sell |
12,225
-919
| -7% | -$42.2K | 0.01% | 234 |
|
|
2017
Q1 | $647K | Sell |
13,144
-281
| -2% | -$15.1K | 0.02% | 218 |
|
|
2016
Q4 | $726K | Hold |
13,425
| – | – | 0.02% | 210 |
|
|
2016
Q3 | $603K | Hold |
13,425
| – | – | 0.02% | 194 |
|
|
2016
Q2 | $608K | Sell |
13,425
-250
| -2% | -$10.3K | 0.02% | 226 |
|
|
2016
Q1 | $488K | Buy |
13,675
+3,750
| +38% | +$122K | 0.02% | 245 |
|
|
2015
Q4 | $338K | Buy |
9,925
+225
| +2% | +$8.48K | 0.01% | 266 |
|
|
2015
Q3 | $343K | Buy |
9,700
+1,385
| +17% | +$54.5K | 0.01% | 275 |
|
|
2015
Q2 | $358K | Buy |
8,315
+215
| +3% | +$9.9K | 0.01% | 275 |
|
|
2015
Q1 | $355K | Sell |
8,100
-2,968
| -27% | -$124K | 0.01% | 275 |
|
|
2014
Q4 | $435K | Sell |
11,068
-200
| -2% | -$9.73K | 0.01% | 272 |
|
|
2014
Q3 | $727K | Buy |
11,268
+200
| +2% | +$13.7K | 0.02% | 227 |
|
|
2014
Q2 | $786K | Hold |
11,068
| – | – | 0.02% | 208 |
|
|
2014
Q1 | $652K | Sell |
11,068
-200
| -2% | -$10.7K | 0.02% | 231 |
|
|
2013
Q4 | $572K | Sell |
11,268
-300
| -3% | -$15.5K | 0.02% | 236 |
|
|
2013
Q3 | $557K | Buy |
11,568
+2,968
| +35% | +$139K | 0.02% | 243 |
|
|
2013
Q2 | $359K | Buy |
+8,600
| New | +$359K | 0.01% | 258 |
|
Other funds holding HAL
VCM
VPM
Welch & Forbes's HAL Position: Q1 2026 in Review
Welch & Forbes held its Halliburton (HAL) position steady in Q1 2026 at 7,600 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #325.
Welch & Forbes first reported a position in HAL in Q2 2013 and has held it in 39 quarters since. The position peaked at $786K in Q2 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.
- Welch & Forbes held 7,600 shares of Halliburton worth $296K as of Q1 2026.
- Welch & Forbes left its Halliburton share count unchanged in Q1 2026.
- Halliburton made up ﹤0.01% of Welch & Forbes's portfolio in Q1 2026, its #325 holding.
- Welch & Forbes first reported a position in Halliburton in Q2 2013 and has held it in 39 quarters since.
- Welch & Forbes's Halliburton position peaked at $786K in Q2 2014.
- 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.