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Evelyn Partners Investment Management’s Liberty Global Class C LBTYK Stock Holding History

Evelyn Partners Investment Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258 Hold
22
– – ﹤0.01% 405
2025
Q4 		$243 Hold
22
– – ﹤0.01% 407
2025
Q3 		$259 Hold
22
– – ﹤0.01% 403
2025
Q2 		$227 Sell
22
-16
-42% -$166 ﹤0.01% 410
2025
Q1 		$455 Hold
38
– – ﹤0.01% 409
2024
Q4 		$499 Buy
+38
New +$656 ﹤0.01% 407

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evelyn Partners Investment Management's LBTYK Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Liberty Global Class C (LBTYK) position steady in Q1 2026 at 22 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Evelyn Partners Investment Management first reported a position in LBTYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $499 in Q4 2024. 276 funds tracked by Wall St. Rank hold LBTYK as of Q1 2026.

  • Evelyn Partners Investment Management held 22 shares of Liberty Global Class C worth $258 as of Q1 2026.
  • Evelyn Partners Investment Management left its Liberty Global Class C share count unchanged in Q1 2026.
  • Liberty Global Class C made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #405 holding.
  • Evelyn Partners Investment Management first reported a position in Liberty Global Class C in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Liberty Global Class C position peaked at $499 in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.