Salem Investment Counselors’s Liberty Energy LBRT Stock Holding History

Salem Investment Counselors’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 Q2	$1.79M	Sell	68,195 -7,225	-10%	-$216K	0.04%	181
2026 Q1	$2.17M	Hold	75,420	–	–	0.06%	154
2025 Q4	$1.39M	Sell	75,420 -65	-0.1%	-$1.09K	0.04%	182
2025 Q3	$931K	Buy	75,485 +27,675	+58%	+$320K	0.03%	217
2025 Q2	$549K	Buy	47,810 +21,475	+82%	+$260K	0.02%	270
2025 Q1	$417K	Buy	+26,335	New	+$473K	0.01%	279

Other funds holding LBRT

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Salem Investment Counselors's LBRT Position: Q2 2026 in Review

Salem Investment Counselors reduced its Liberty Energy (LBRT) stake by 9.6% in Q2 2026, selling an estimated $216K and leaving 68,195 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #181.

Salem Investment Counselors first reported a position in LBRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.17M in Q1 2026. 63 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Salem Investment Counselors held 68,195 shares of Liberty Energy worth $1.79M as of Q2 2026.
Salem Investment Counselors sold 7,225 Liberty Energy shares in Q2 2026, an estimated $216K.
Liberty Energy made up 0.04% of Salem Investment Counselors's portfolio in Q2 2026, its #181 holding.
Salem Investment Counselors first reported a position in Liberty Energy in Q1 2025 and has held it in 6 quarters since.
Salem Investment Counselors's Liberty Energy position peaked at $2.17M in Q1 2026.
63 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.