Meridian Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Meridian 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	–	Sell	-14,800	Closed	-$273K	–	206
2025 Q4	$273K	Hold	14,800	–	–	0.04%	162
2025 Q3	$183K	Hold	14,800	–	–	0.03%	182
2025 Q2	$170K	Hold	14,800	–	–	0.03%	176
2025 Q1	$234K	Hold	14,800	–	–	0.04%	157
2024 Q4	$294K	Hold	14,800	–	–	0.05%	148
2024 Q3	$283K	Hold	14,800	–	–	0.05%	153
2024 Q2	$309K	Hold	14,800	–	–	0.06%	145
2024 Q1	$307K	Hold	14,800	–	–	0.06%	146
2023 Q4	$268K	Hold	14,800	–	–	0.06%	153
2023 Q3	$274K	Hold	14,800	–	–	0.07%	150
2023 Q2	$198K	Hold	14,800	–	–	0.05%	177
2023 Q1	$190K	Hold	14,800	–	–	0.05%	182
2022 Q4	$237K	Hold	14,800	–	–	0.06%	169
2022 Q3	$188K	Hold	14,800	–	–	0.05%	179
2022 Q2	$189K	Hold	14,800	–	–	0.05%	189
2022 Q1	$219K	Hold	14,800	–	–	0.05%	196
2021 Q4	$144K	Hold	14,800	–	–	0.04%	198
2021 Q3	$180K	Hold	14,800	–	–	0.05%	190
2021 Q2	$210K	Hold	14,800	–	–	0.06%	187
2021 Q1	$167K	Hold	14,800	–	–	0.06%	179
2020 Q4	$153K	Hold	14,800	–	–	0.06%	174
2020 Q3	$118K	Hold	14,800	–	–	0.05%	161
2020 Q2	$81K	Hold	14,800	–	–	0.04%	162
2020 Q1	$40K	Buy	+14,800	New	+$103K	0.02%	139
2019 Q1	–	Sell	-9,300	Closed	-$120K	–	279
2018 Q4	$120K	Buy	+9,300	New	+$169K	0.09%	153

Other funds holding LBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Meridian Wealth Advisors sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 14,800 shares — an estimated $273K sold.

Meridian Wealth Advisors first reported a position in LBRT in Q4 2018 and held it in 25 quarters. The position peaked at $309K in Q2 2024. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

Meridian Wealth Advisors reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
Meridian Wealth Advisors sold 14,800 Liberty Energy shares in Q1 2026, an estimated $273K.
Meridian Wealth Advisors first reported a position in Liberty Energy in Q4 2018 and held it in 25 quarters.
Meridian Wealth Advisors's Liberty Energy position peaked at $309K in Q2 2024.
392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.