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Baker Tilly Wealth Management’s Live Nation Entertainment LYV Stock Holding History

Baker Tilly Wealth Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Buy
4,630
+66
+1% +$10.9K 0.18% 107
2026
Q1 		$696K Buy
4,564
+120
+3% +$18.2K 0.17% 121
2025
Q4 		$633K Buy
4,444
+369
+9% +$53K 0.16% 134
2025
Q3 		$666K Buy
4,075
+657
+19% +$104K 0.15% 125
2025
Q2 		$517K Buy
3,418
+8
+0.2% +$1.1K 0.18% 116
2025
Q1 		$445K Buy
3,410
+60
+2% +$8.19K 0.17% 128
2024
Q4 		$434K Buy
3,350
+225
+7% +$28.3K 0.17% 136
2024
Q3 		$342K Buy
3,125
+598
+24% +$57.8K 0.15% 162
2024
Q2 		$237K Buy
2,527
+130
+5% +$12.3K 0.1% 234
2024
Q1 		$254K Buy
2,397
+110
+5% +$10.4K 0.05% 375
2023
Q4 		$214K Sell
2,287
-1,221
-35% -$105K 0.04% 441
2023
Q3 		$291K Sell
3,508
-6,205
-64% -$541K 0.05% 376
2023
Q2 		$885K Buy
9,713
+556
+6% +$43.4K 0.09% 222
2023
Q1 		$641K Sell
9,157
-653
-7% -$47.9K 0.07% 278
2022
Q4 		$684K Buy
9,810
+3,746
+62% +$278K 0.08% 257
2022
Q3 		$461K Sell
6,064
-754
-11% -$67.5K 0.06% 310
2022
Q2 		$563K Buy
6,818
+428
+7% +$41.2K 0.07% 269
2022
Q1 		$752K Buy
6,390
+1,417
+28% +$162K 0.08% 243
2021
Q4 		$595K Buy
4,973
+1,034
+26% +$111K 0.06% 321
2021
Q3 		$359K Buy
3,939
+908
+30% +$76.5K 0.05% 386
2021
Q2 		$265K Buy
3,031
+321
+12% +$27.5K 0.04% 421
2021
Q1 		$229K Buy
+2,710
New +$218K 0.05% 423

Other funds holding LYV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's LYV Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Live Nation Entertainment (LYV) stake by 1.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,630 shares worth $848K. The position accounts for 0.18% of the portfolio, ranked #107.

Baker Tilly Wealth Management first reported a position in LYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $885K in Q2 2023. 848 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Baker Tilly Wealth Management held 4,630 shares of Live Nation Entertainment worth $848K as of Q2 2026.
  • Baker Tilly Wealth Management bought 66 Live Nation Entertainment shares in Q2 2026, an estimated $10.9K.
  • Live Nation Entertainment made up 0.18% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Baker Tilly Wealth Management first reported a position in Live Nation Entertainment in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Live Nation Entertainment position peaked at $885K in Q2 2023.
  • 848 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.