Bank of America’s SM Energy SM Stock Holding History

Bank of America’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
2018 Q1	–	Sell	-11,700	Closed	-$258K	–	7325
2017 Q4	$258K	Hold	11,700	–	–	﹤0.01%	5293
2017 Q3	$208K	Hold	11,700	–	–	﹤0.01%	5370
2017 Q2	$193K	Hold	11,700	–	–	﹤0.01%	5327
2017 Q1	$281K	Buy	+11,700	New	+$324K	﹤0.01%	5165
2015 Q2	–	Sell	-2,000	Closed	-$103K	–	7390
2015 Q1	$103K	Sell	2,000 -5,000	-71%	-$217K	﹤0.01%	5300
2014 Q4	$270K	Buy	+7,000	New	+$351K	﹤0.01%	5113
2014 Q1	–	Sell	-53,800	Closed	-$4.47M	–	8047
2013 Q4	$4.47M	Hold	53,800	–	–	﹤0.01%	2570
2013 Q3	$4.15M	Buy	+53,800	New	+$3.72M	﹤0.01%	2559

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America's SM Position: Q1 2026 in Review

Bank of America reduced its SM Energy (SM) stake by 11% in Q1 2026, selling an estimated $3.64M and leaving 1,261,194 shares worth $39.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Bank of America first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $95.3M in Q3 2018. 513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Bank of America held 1,261,194 shares of SM Energy worth $39.3M as of Q1 2026.
Bank of America sold 159,549 SM Energy shares in Q1 2026, an estimated $3.64M.
SM Energy made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1789 holding.
Bank of America first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
Bank of America's SM Energy position peaked at $95.3M in Q3 2018.
513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.