Bank of America
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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 – 7326
2017
Q4 		$258K Hold
11,700
– – ﹤0.01% 5294
2017
Q3 		$208K Hold
11,700
– – ﹤0.01% 5371
2017
Q2 		$193K Hold
11,700
– – ﹤0.01% 5328
2017
Q1 		$281K Buy
+11,700
New +$324K ﹤0.01% 5166
2014
Q1 		– Sell
-88,900
Closed -$7.39M – 8048
2013
Q4 		$7.39M Buy
88,900
+13,100
+17% +$1.12M ﹤0.01% 2128
2013
Q3 		$5.85M Buy
+75,800
New +$5.24M ﹤0.01% 2256

Other funds holding SM

BlackRock
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
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
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.