Abound Wealth Management’s Liberty Energy LBRT Stock Holding History

Abound Wealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158	Hold	6	–	–	﹤0.01%	1170
2026 Q1	$173	Sell	6 -3	-33%	-$76	﹤0.01%	1281
2025 Q4	$167	Hold	9	–	–	﹤0.01%	1249
2025 Q3	$112	Hold	9	–	–	﹤0.01%	1290
2025 Q2	$104	Hold	9	–	–	﹤0.01%	1250
2025 Q1	$143	Hold	9	–	–	﹤0.01%	1114
2024 Q4	$180	Hold	9	–	–	﹤0.01%	1112
2024 Q3	$172	Sell	9 -11	-55%	-$227	﹤0.01%	1247
2024 Q2	$418	Hold	20	–	–	﹤0.01%	881
2024 Q1	$415	Hold	20	–	–	﹤0.01%	971
2023 Q4	$363	Buy	+20	New	+$380	﹤0.01%	1073

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Abound Wealth Management's LBRT Position: Q2 2026 in Review

Abound Wealth Management held its Liberty Energy (LBRT) position steady in Q2 2026 at 6 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Abound Wealth Management first reported a position in LBRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $418 in Q2 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Abound Wealth Management held 6 shares of Liberty Energy worth $158 as of Q2 2026.
Abound Wealth Management left its Liberty Energy share count unchanged in Q2 2026.
Liberty Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1170 holding.
Abound Wealth Management first reported a position in Liberty Energy in Q4 2023 and has held it in 11 quarters since.
Abound Wealth Management's Liberty Energy position peaked at $418 in Q2 2024.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.