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Wellington Shields Capital Management’s Halliburton HAL Stock Holding History

Wellington Shields Capital 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
Q2 		– Sell
-5,611
Closed -$219K – 338
2026
Q1 		$219K Buy
+5,611
New +$194K 0.03% 233
2024
Q4 		– Sell
-123,241
Closed -$3.58M – 316
2024
Q3 		$3.58M Buy
+123,241
New +$3.89M 0.62% 37
2022
Q1 		– Sell
-10,800
Closed -$247K – 333
2021
Q4 		$247K Buy
+10,800
New +$256K 0.03% 263
2021
Q3 		– Sell
-10,800
Closed -$250K – 279
2021
Q2 		$250K Hold
10,800
– – 0.03% 256
2021
Q1 		$232K Hold
10,800
– – 0.02% 259
2020
Q4 		$204K Buy
+10,800
New +$168K 0.03% 253

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Shields Capital Management's HAL Position: Q2 2026 in Review

Wellington Shields Capital Management sold out of Halliburton (HAL) in Q2 2026, closing a stake of 5,611 shares — an estimated $219K sold.

Wellington Shields Capital Management first reported a position in HAL in Q4 2020 and held it in 6 quarters. The position peaked at $3.58M in Q3 2024. 1,206 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Wellington Shields Capital Management reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Wellington Shields Capital Management sold 5,611 Halliburton shares in Q2 2026, an estimated $219K.
  • Wellington Shields Capital Management first reported a position in Halliburton in Q4 2020 and held it in 6 quarters.
  • Wellington Shields Capital Management's Halliburton position peaked at $3.58M in Q3 2024.
  • 1,206 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.