Wellington Management Group
LBRT icon

Wellington Management Group’s Liberty Energy LBRT Stock Holding History

Wellington Management Group’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 		$14.3M Buy
497,523
+150,884
+44% +$3.85M ﹤0.01% 1143
2025
Q4 		$6.4M Buy
346,639
+257,166
+287% +$4.3M ﹤0.01% 1356
2025
Q3 		$1.1M Buy
+89,473
New +$1.03M ﹤0.01% 1761
2024
Q3 		– Sell
-641,113
Closed -$13.4M – 1979
2024
Q2 		$13.4M Sell
641,113
-35,196
-5% -$785K ﹤0.01% 1071
2024
Q1 		$14M Sell
676,309
-62,653
-8% -$1.24M ﹤0.01% 1033
2023
Q4 		$13.4M Sell
738,962
-26,059
-3% -$495K ﹤0.01% 1034
2023
Q3 		$14.2M Sell
765,021
-172,834
-18% -$2.85M ﹤0.01% 1009
2023
Q2 		$12.5M Buy
937,855
+195,655
+26% +$2.54M ﹤0.01% 1051
2023
Q1 		$9.51M Sell
742,200
-7,888
-1% -$117K ﹤0.01% 1115
2022
Q4 		$12M Sell
750,088
-310,188
-29% -$4.93M ﹤0.01% 1045
2022
Q3 		$13.4M Buy
1,060,276
+14,638
+1% +$198K ﹤0.01% 1021
2022
Q2 		$13.3M Buy
1,045,638
+327,640
+46% +$5.14M ﹤0.01% 1055
2022
Q1 		$10.6M Sell
717,998
-8,754
-1% -$112K ﹤0.01% 1180
2021
Q4 		$7.05M Buy
+726,752
New +$8.44M ﹤0.01% 1370
2019
Q3 		– Sell
-32,808
Closed -$530K – 2072
2019
Q2 		$530K Buy
32,808
+1,469
+5% +$22.5K ﹤0.01% 1897
2019
Q1 		$482K Sell
31,339
-1,588,471
-98% -$24.3M ﹤0.01% 1906
2018
Q4 		$21M Sell
1,619,810
-2,400,992
-60% -$43.6M 0.01% 984
2018
Q3 		$86.7M Buy
4,020,802
+1,759,446
+78% +$34.1M 0.02% 624
2018
Q2 		$42.3M Buy
2,261,356
+75,822
+3% +$1.49M 0.01% 847
2018
Q1 		$36.9M Buy
+2,185,534
New +$43.1M 0.01% 882

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

Wellington Management Group's LBRT Position: Q1 2026 in Review

Wellington Management Group increased its Liberty Energy (LBRT) stake by 44% in Q1 2026, buying an estimated $3.85M and bringing the position to 497,523 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Wellington Management Group first reported a position in LBRT in Q1 2018 and has held it in 20 quarters since. The position peaked at $86.7M in Q3 2018. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Wellington Management Group held 497,523 shares of Liberty Energy worth $14.3M as of Q1 2026.
  • Wellington Management Group bought 150,884 Liberty Energy shares in Q1 2026, an estimated $3.85M.
  • Liberty Energy made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1143 holding.
  • Wellington Management Group first reported a position in Liberty Energy in Q1 2018 and has held it in 20 quarters since.
  • Wellington Management Group's Liberty Energy position peaked at $86.7M in Q3 2018.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

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