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Angeles Wealth Management’s Liberty Energy LBRT Stock Holding History

Angeles 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 		$1.23M Buy
46,946
+86
+0.2% +$2.57K 0.06% 139
2026
Q1 		$1.35M Buy
+46,860
New +$1.19M 0.07% 104

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

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

Angeles Wealth Management increased its Liberty Energy (LBRT) stake by 0.18% in Q2 2026, buying an estimated $2.57K and bringing the position to 46,946 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #139.

Angeles Wealth Management first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.35M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Angeles Wealth Management held 46,946 shares of Liberty Energy worth $1.23M as of Q2 2026.
  • Angeles Wealth Management bought 86 Liberty Energy shares in Q2 2026, an estimated $2.57K.
  • Liberty Energy made up 0.06% of Angeles Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Angeles Wealth Management first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • Angeles Wealth Management's Liberty Energy position peaked at $1.35M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.