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Medallion Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Medallion Wealth Advisors’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 		$1.18K Hold
41
– – ﹤0.01% 1049
2025
Q4 		$757 Hold
41
– – ﹤0.01% 1063
2025
Q3 		$506 Hold
41
– – ﹤0.01% 1063
2025
Q2 		$489 Hold
41
– – ﹤0.01% 1051
2025
Q1 		$650 Hold
41
– – ﹤0.01% 1010
2024
Q4 		$815 Buy
+41
New +$758 ﹤0.01% 946

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Medallion Wealth Advisors's LBRT Position: Q1 2026 in Review

Medallion Wealth Advisors held its Liberty Energy (LBRT) position steady in Q1 2026 at 41 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Medallion Wealth Advisors first reported a position in LBRT in Q4 2024 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Medallion Wealth Advisors held 41 shares of Liberty Energy worth $1.18K as of Q1 2026.
  • Medallion Wealth Advisors left its Liberty Energy share count unchanged in Q1 2026.
  • Liberty Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1049 holding.
  • Medallion Wealth Advisors first reported a position in Liberty Energy in Q4 2024 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.