LWM
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Liberty Wealth Management’s Allstate ALL Stock Holding History

Liberty Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Hold
1,743
– – 0.05% 179
2026
Q1 		$362K Buy
1,743
+4
+0.2% +$820 0.05% 179
2025
Q4 		$362K Buy
1,739
+62
+4% +$12.7K 0.05% 167
2025
Q3 		$360K Hold
1,677
– – 0.05% 161
2025
Q2 		$338K Buy
1,677
+1
+0.1% +$200 0.05% 160
2025
Q1 		$347K Sell
1,676
-332
-17% -$64.7K 0.07% 110
2024
Q4 		$387K Buy
2,008
+378
+23% +$73.4K 0.06% 140
2024
Q3 		$309K Hold
1,630
– – 0.05% 157
2024
Q2 		$260K Hold
1,630
– – 0.05% 169
2024
Q1 		$282K Hold
1,630
– – 0.06% 150
2023
Q4 		$228K Sell
1,630
-545
-25% -$71.1K 0.05% 149
2023
Q3 		$242K Hold
2,175
– – 0.06% 149
2023
Q2 		$237K Sell
2,175
-58
-3% -$6.58K 0.06% 161
2023
Q1 		$248K Buy
+2,233
New +$282K 0.05% 195
2022
Q3 		$271K Hold
2,183
– – 0.07% 117
2022
Q2 		$276K Hold
2,183
– – 0.11% 110
2022
Q1 		$302K Hold
2,183
– – 0.11% 109
2021
Q4 		$256 Sell
2,183
-8
-0.4% -$946 0.01% 133
2021
Q3 		$279K Sell
2,191
-271
-11% -$35.8K 0.1% 124
2021
Q2 		$321K Buy
2,462
+1
+0% +$129 0.12% 93
2021
Q1 		$267K Hold
2,461
– – 0.13% 87
2020
Q4 		$267K Buy
2,461
+5
+0.2% +$491 0.13% 87
2020
Q3 		$231K Sell
2,456
-24
-1% -$2.24K 0.14% 83
2020
Q2 		$241K Buy
2,480
+1
+0% +$98 0.17% 80
2020
Q1 		$227K Sell
2,479
-28
-1% -$3.04K 0.2% 79
2019
Q4 		$281K Sell
2,507
-2
-0.1% -$218 0.22% 83
2019
Q3 		$273K Buy
2,509
+334
+15% +$34.9K 0.26% 74
2019
Q2 		$221K Hold
2,175
– – 0.19% 99
2019
Q1 		$204K Hold
2,175
– – 0.15% 85
2018
Q4 		$179K Buy
+2,175
New +$195K 0.13% 90

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Liberty Wealth Management's ALL Position: Q2 2026 in Review

Liberty Wealth Management held its Allstate (ALL) position steady in Q2 2026 at 1,743 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #179.

Liberty Wealth Management first reported a position in ALL in Q4 2018 and has held it in 30 quarters since. The position peaked at $387K in Q4 2024. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Liberty Wealth Management held 1,743 shares of Allstate worth $362K as of Q2 2026.
  • Liberty Wealth Management left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Liberty Wealth Management first reported a position in Allstate in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Allstate position peaked at $387K in Q4 2024.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.