MCM
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MAI Capital Management’s Liberty Energy LBRT Stock Holding History

MAI Capital Management’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
2025
Q4 		– Hold
0
– -$185K – 4427
2025
Q3 		– Hold
0
– – – 1301
2025
Q2 		– Hold
0
– -$309K – 4010
2025
Q1 		– Hold
0
– – – 969
2024
Q4 		– Sell
-19,500
Closed -$361K – 924
2024
Q3 		$372K Buy
+19,500
New +$403K ﹤0.01% 815

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MAI Capital Management's LBRT Position: Q1 2026 in Review

MAI Capital Management reduced its Liberty Energy (LBRT) stake by 7% in Q1 2026, selling an estimated $69.9K and leaving 36,326 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #755.

MAI Capital Management first reported a position in LBRT in Q3 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • MAI Capital Management held 36,326 shares of Liberty Energy worth $1.05M as of Q1 2026.
  • MAI Capital Management sold 2,744 Liberty Energy shares in Q1 2026, an estimated $69.9K.
  • Liberty Energy made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #755 holding.
  • MAI Capital Management first reported a position in Liberty Energy in Q3 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.