Barrow, Hanley, Mewhinney & Strauss
LBRT icon

Barrow, Hanley, Mewhinney & Strauss’s Liberty Energy LBRT Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		– Sell
-522
Closed -$15K – 412
2026
Q1 		$15K Sell
522
-186
-26% -$4.74K ﹤0.01% 195
2025
Q4 		$13.1K Sell
708
-164
-19% -$2.74K ﹤0.01% 193
2025
Q3 		$10.8K Hold
872
– – ﹤0.01% 209
2025
Q2 		$10K Hold
872
– – ﹤0.01% 206
2025
Q1 		$13.8K Sell
872
-11
-1% -$197 ﹤0.01% 190
2024
Q4 		$17.6K Buy
+883
New +$16.3K ﹤0.01% 176
2024
Q2 		– Sell
-699
Closed -$14.5K – 326
2024
Q1 		$14.5K Hold
699
– – ﹤0.01% 164
2023
Q4 		$12.7K Hold
699
– – ﹤0.01% 166
2023
Q3 		$12.9K Sell
699
-50
-7% -$824 ﹤0.01% 159
2023
Q2 		$10K Buy
749
+295
+65% +$3.82K ﹤0.01% 185
2023
Q1 		$5.82K Hold
454
– – ﹤0.01% 218
2022
Q4 		$7.27K Buy
+454
New +$7.22K ﹤0.01% 195
2021
Q3 		– Sell
-2,541
Closed -$36K – 326
2021
Q2 		$36K Sell
2,541
-3,058
-55% -$41.3K ﹤0.01% 262
2021
Q1 		$63K Sell
5,599
-1,215
-18% -$14.6K ﹤0.01% 253
2020
Q4 		$70K Sell
6,814
-11,172
-62% -$102K ﹤0.01% 245
2020
Q3 		$144K Sell
17,986
-55,031
-75% -$383K ﹤0.01% 240
2020
Q2 		$400K Buy
+73,017
New +$342K ﹤0.01% 273

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

Barrow, Hanley, Mewhinney & Strauss's LBRT Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 522 shares — an estimated $15K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LBRT in Q2 2020 and held it in 17 quarters. The position peaked at $400K in Q2 2020. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 522 Liberty Energy shares in Q2 2026, an estimated $15K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Liberty Energy in Q2 2020 and held it in 17 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Liberty Energy position peaked at $400K in Q2 2020.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.