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LRI Investments’s Liberty Media Series A FWONA Stock Holding History

LRI Investments’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28K Buy
26
+14
+117% +$1.15K ﹤0.01% 1259
2026
Q1 		$937 Hold
12
– – ﹤0.01% 1323
2025
Q4 		$1.07K Hold
12
– – ﹤0.01% 1260
2025
Q3 		$1.14K Hold
12
– – ﹤0.01% 1252
2025
Q2 		$1.14K Hold
12
– – ﹤0.01% 1206
2025
Q1 		$978 Hold
12
– – ﹤0.01% 1155
2024
Q4 		$1.01K Hold
12
– – ﹤0.01% 1110
2024
Q3 		$927 Hold
12
– – ﹤0.01% 1106
2024
Q2 		$771 Buy
+12
New +$764 ﹤0.01% 1107

Other funds holding FWONA

ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

LRI Investments's FWONA Position: Q2 2026 in Review

LRI Investments increased its Liberty Media Series A (FWONA) stake by 117% in Q2 2026, buying an estimated $1.15K and bringing the position to 26 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

LRI Investments first reported a position in FWONA in Q2 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • LRI Investments held 26 shares of Liberty Media Series A worth $2.28K as of Q2 2026.
  • LRI Investments bought 14 Liberty Media Series A shares in Q2 2026, an estimated $1.15K.
  • Liberty Media Series A made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1259 holding.
  • LRI Investments first reported a position in Liberty Media Series A in Q2 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.