Carson Wealth (CWM LLC)
LBRT icon

Carson Wealth (CWM LLC)’s Liberty Energy LBRT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.55M Buy
53,675
+1,338
+3% +$34.1K ﹤0.01% 1312
2025
Q4 		$966K Buy
52,337
+4,069
+8% +$68K ﹤0.01% 1516
2025
Q3 		$596K Buy
48,268
+15,918
+49% +$184K ﹤0.01% 1700
2025
Q2 		$371K Buy
32,350
+30,208
+1,410% +$366K ﹤0.01% 1739
2025
Q1 		$34K Sell
2,142
-2,844
-57% -$51.1K ﹤0.01% 3290
2024
Q4 		$99K Sell
4,986
-4,736
-49% -$87.6K ﹤0.01% 2290
2024
Q3 		$186K Buy
9,722
+3,509
+56% +$72.4K ﹤0.01% 1792
2024
Q2 		$130K Buy
6,213
+1,876
+43% +$41.9K ﹤0.01% 1818
2024
Q1 		$90K Buy
4,337
+196
+5% +$3.88K ﹤0.01% 1939
2023
Q4 		$75K Buy
4,141
+975
+31% +$18.5K ﹤0.01% 1927
2023
Q3 		$59K Buy
3,166
+1,183
+60% +$19.5K ﹤0.01% 1967
2023
Q2 		$27K Buy
1,983
+1,254
+172% +$16.2K ﹤0.01% 2434
2023
Q1 		$9K Buy
729
+308
+73% +$4.56K ﹤0.01% 3019
2022
Q4 		$7K Buy
421
+313
+290% +$4.98K ﹤0.01% 3011
2022
Q3 		$1K Buy
108
+98
+980% +$1.32K ﹤0.01% 3684
2022
Q2 		$0 Sell
10
-2
-17% -$31 ﹤0.01% 3962
2022
Q1 		$0 Buy
+12
New +$154 ﹤0.01% 3708

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LBRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Liberty Energy (LBRT) stake by 2.6% in Q1 2026, buying an estimated $34.1K and bringing the position to 53,675 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Carson Wealth (CWM LLC) first reported a position in LBRT in Q1 2022 and has held it in 17 quarters since. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 53,675 shares of Liberty Energy worth $1.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,338 Liberty Energy shares in Q1 2026, an estimated $34.1K.
  • Liberty Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1312 holding.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Energy in Q1 2022 and has held it in 17 quarters since.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.