Bank of Montreal’s Liberty Energy LBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $672K | Sell |
25,658
-3,989
| -13% | -$119K | ﹤0.01% | 2303 |
|
|
2026
Q1 | $854K | Buy |
29,647
+12,692
| +75% | +$324K | ﹤0.01% | 2127 |
|
|
2025
Q4 | $313K | Sell |
16,955
-10,656
| -39% | -$178K | ﹤0.01% | 2566 |
|
|
2025
Q3 | $341K | Sell |
27,611
-3,640
| -12% | -$42.1K | ﹤0.01% | 2468 |
|
|
2025
Q2 | $359K | Sell |
31,251
-252
| -0.8% | -$3.05K | ﹤0.01% | 2479 |
|
|
2025
Q1 | $499K | Sell |
31,503
-80,738
| -72% | -$1.45M | ﹤0.01% | 2197 |
|
|
2024
Q4 | $2.23M | Buy |
112,241
+88,115
| +365% | +$1.63M | ﹤0.01% | 1504 |
|
|
2024
Q3 | $458K | Buy |
24,126
+638
| +3% | +$13.2K | ﹤0.01% | 2484 |
|
|
2024
Q2 | $491K | Sell |
23,488
-5,628
| -19% | -$126K | ﹤0.01% | 2413 |
|
|
2024
Q1 | $607K | Buy |
29,116
+6,103
| +27% | +$121K | ﹤0.01% | 2310 |
|
|
2023
Q4 | $434K | Buy |
23,013
+3,163
| +16% | +$60.1K | ﹤0.01% | 2604 |
|
|
2023
Q3 | $361K | Sell |
19,850
-78,668
| -80% | -$1.3M | ﹤0.01% | 2678 |
|
|
2023
Q2 | $1.38M | Sell |
98,518
-5,872
| -6% | -$76.1K | ﹤0.01% | 2009 |
|
|
2023
Q1 | $1.34M | Buy |
104,390
+5,554
| +6% | +$82.2K | ﹤0.01% | 1873 |
|
|
2022
Q4 | $1.59M | Sell |
98,836
-26,234
| -21% | -$417K | ﹤0.01% | 1902 |
|
|
2022
Q3 | $1.71M | Buy |
125,070
+25,922
| +26% | +$350K | ﹤0.01% | 1907 |
|
|
2022
Q2 | $1.33M | Buy |
+99,148
| New | +$1.56M | ﹤0.01% | 2133 |
|
|
2021
Q2 | – | Sell |
-10,364
| Closed | -$116K | – | 4352 |
|
|
2021
Q1 | $116K | Sell |
10,364
-8,747
| -46% | -$105K | ﹤0.01% | 3330 |
|
|
2020
Q4 | $233K | Sell |
19,111
-459,270
| -96% | -$4.19M | ﹤0.01% | 3146 |
|
|
2020
Q3 | $4.53M | Buy |
478,381
+24,336
| +5% | +$169K | ﹤0.01% | 1256 |
|
|
2020
Q2 | $2.37M | Buy |
454,045
+49,370
| +12% | +$232K | ﹤0.01% | 1555 |
|
|
2020
Q1 | $999K | Buy |
404,675
+61,341
| +18% | +$428K | ﹤0.01% | 1702 |
|
|
2019
Q4 | $3.82M | Buy |
343,334
+338,471
| +6,960% | +$3.21M | ﹤0.01% | 1506 |
|
|
2019
Q3 | $53K | Buy |
4,863
+1,099
| +29% | +$13.5K | ﹤0.01% | 3593 |
|
|
2019
Q2 | $61K | Buy |
+3,764
| New | +$57.7K | ﹤0.01% | 3595 |
|
|
2019
Q1 | – | Sell |
-7,562
| Closed | -$98K | – | 4540 |
|
|
2018
Q4 | $98K | Buy |
7,562
+312
| +4% | +$5.66K | ﹤0.01% | 2958 |
|
|
2018
Q3 | $156K | Buy |
7,250
+6,227
| +609% | +$121K | ﹤0.01% | 2891 |
|
|
2018
Q2 | $19K | Buy |
+1,023
| New | +$20.1K | ﹤0.01% | 3757 |
|
Other funds holding LBRT
FCM
NAMI
Bank of Montreal's LBRT Position: Q2 2026 in Review
Bank of Montreal reduced its Liberty Energy (LBRT) stake by 13% in Q2 2026, selling an estimated $119K and leaving 25,658 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.
Bank of Montreal first reported a position in LBRT in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.53M in Q3 2020. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.
- Bank of Montreal held 25,658 shares of Liberty Energy worth $672K as of Q2 2026.
- Bank of Montreal sold 3,989 Liberty Energy shares in Q2 2026, an estimated $119K.
- Liberty Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2303 holding.
- Bank of Montreal first reported a position in Liberty Energy in Q2 2018 and has held it in 28 quarters since.
- Bank of Montreal's Liberty Energy position peaked at $4.53M in Q3 2020.
- 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.