AIM
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Anchor Investment Management’s Liberty Energy LBRT Stock Holding History

Anchor Investment 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 		$13.1K Hold
500
– – ﹤0.01% 843
2026
Q1 		$14.4K Hold
500
– – ﹤0.01% 781
2025
Q4 		$9.23K Hold
500
– – ﹤0.01% 825
2025
Q3 		$6.17K Hold
500
– – ﹤0.01% 876
2025
Q2 		$5.74K Hold
500
– – ﹤0.01% 875
2025
Q1 		$7.92K Hold
500
– – ﹤0.01% 827
2024
Q4 		$9.95K Hold
500
– – ﹤0.01% 795
2024
Q3 		$9.54K Hold
500
– – ﹤0.01% 791
2024
Q2 		$10.4K Hold
500
– – ﹤0.01% 744
2024
Q1 		$10.4K Buy
+500
New +$9.89K ﹤0.01% 767

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Anchor Investment Management's LBRT Position: Q2 2026 in Review

Anchor Investment Management held its Liberty Energy (LBRT) position steady in Q2 2026 at 500 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Anchor Investment Management first reported a position in LBRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4K in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Anchor Investment Management held 500 shares of Liberty Energy worth $13.1K as of Q2 2026.
  • Anchor Investment Management left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #843 holding.
  • Anchor Investment Management first reported a position in Liberty Energy in Q1 2024 and has held it in 10 quarters since.
  • Anchor Investment Management's Liberty Energy position peaked at $14.4K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.