WLG
LBRT icon

Williamson Legacy Group’s Liberty Energy LBRT Stock Holding History

Williamson Legacy 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
Q2 		$1.02M Buy
39,003
+3,665
+10% +$110K 0.51% 60
2026
Q1 		$1.02M Buy
+35,338
New +$901K 0.76% 54

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Williamson Legacy Group's LBRT Position: Q2 2026 in Review

Williamson Legacy Group increased its Liberty Energy (LBRT) stake by 10% in Q2 2026, buying an estimated $110K and bringing the position to 39,003 shares worth $1.02M. The position accounts for 0.51% of the portfolio, ranked #60.

Williamson Legacy Group first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Williamson Legacy Group held 39,003 shares of Liberty Energy worth $1.02M as of Q2 2026.
  • Williamson Legacy Group bought 3,665 Liberty Energy shares in Q2 2026, an estimated $110K.
  • Liberty Energy made up 0.51% of Williamson Legacy Group's portfolio in Q2 2026, its #60 holding.
  • Williamson Legacy Group first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.