Baird Financial Group
SM icon

Baird Financial Group’s SM Energy SM Stock Holding History

Baird Financial Group’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-383,177
Closed -$11.9M – 1978
2026
Q1 		$11.9M Buy
383,177
+78,114
+26% +$1.78M 0.02% 516
2025
Q4 		$5.7M Sell
305,063
-78,682
-21% -$1.59M 0.01% 699
2025
Q3 		$9.58M Sell
383,745
-8,739
-2% -$236K 0.02% 554
2025
Q2 		$9.7M Buy
392,484
+3,845
+1% +$93.1K 0.02% 530
2025
Q1 		$11.6M Buy
388,639
+2,572
+0.7% +$92.3K 0.02% 480
2024
Q4 		$15M Buy
386,067
+29,428
+8% +$1.24M 0.03% 409
2024
Q3 		$14.3M Buy
356,639
+24,505
+7% +$1.06M 0.03% 419
2024
Q2 		$14.4M Buy
332,134
+29,063
+10% +$1.43M 0.03% 398
2024
Q1 		$15.1M Buy
303,071
+37,569
+14% +$1.54M 0.03% 390
2023
Q4 		$10.3M Buy
265,502
+29,962
+13% +$1.16M 0.02% 445
2023
Q3 		$9.34M Buy
235,540
+17,503
+8% +$664K 0.03% 445
2023
Q2 		$6.9M Buy
+218,037
New +$6.16M 0.02% 532

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group's SM Position: Q2 2026 in Review

Baird Financial Group sold out of SM Energy (SM) in Q2 2026, closing a stake of 383,177 shares — an estimated $11.9M sold.

Baird Financial Group first reported a position in SM in Q2 2023 and held it in 12 quarters. The position peaked at $15.1M in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Baird Financial Group reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 383,177 SM Energy shares in Q2 2026, an estimated $11.9M.
  • Baird Financial Group first reported a position in SM Energy in Q2 2023 and held it in 12 quarters.
  • Baird Financial Group's SM Energy position peaked at $15.1M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.