ZIM
LBRT icon

Zacks Investment Management’s Liberty Energy LBRT Stock Holding History

Zacks Investment Management’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 		$2.61M Sell
99,582
-7,437
-7% -$222K 0.02% 339
2026
Q1 		$3.08M Hold
107,019
– – 0.02% 294
2025
Q4 		$1.98M Buy
107,019
+7,605
+8% +$127K 0.02% 344
2025
Q3 		$1.23M Sell
99,414
-180,786
-65% -$2.09M 0.01% 393
2025
Q2 		$3.22M Buy
280,200
+3,626
+1% +$43.9K 0.03% 275
2025
Q1 		$4.38M Sell
276,574
-10,000
-3% -$180K 0.04% 230
2024
Q4 		$5.7M Sell
286,574
-28
-0% -$518 0.05% 204
2024
Q3 		$5.47M Sell
286,602
-49,972
-15% -$1.03M 0.05% 203
2024
Q2 		$7.03M Sell
336,574
-46,238
-12% -$1.03M 0.08% 164
2024
Q1 		$7.93M Sell
382,812
-29,934
-7% -$592K 0.08% 168
2023
Q4 		$7.49M Sell
412,746
-29,785
-7% -$566K 0.09% 164
2023
Q3 		$8.2M Sell
442,531
-28,983
-6% -$478K 0.11% 154
2023
Q2 		$6.3M Buy
471,514
+3,881
+0.8% +$50.3K 0.08% 168
2023
Q1 		$5.99M Buy
467,633
+225,658
+93% +$3.34M 0.08% 172
2022
Q4 		$3.87M Buy
+241,975
New +$3.85M 0.05% 213

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

Zacks Investment Management's LBRT Position: Q2 2026 in Review

Zacks Investment Management reduced its Liberty Energy (LBRT) stake by 6.9% in Q2 2026, selling an estimated $222K and leaving 99,582 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #339.

Zacks Investment Management first reported a position in LBRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.2M in Q3 2023. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Zacks Investment Management held 99,582 shares of Liberty Energy worth $2.61M as of Q2 2026.
  • Zacks Investment Management sold 7,437 Liberty Energy shares in Q2 2026, an estimated $222K.
  • Liberty Energy made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #339 holding.
  • Zacks Investment Management first reported a position in Liberty Energy in Q4 2022 and has held it in 15 quarters since.
  • Zacks Investment Management's Liberty Energy position peaked at $8.2M in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.