Bank of Montreal’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-323,000
| Closed | -$12.5M | – | 3719 |
|
|
2024
Q4 | $12.5M | Hold |
323,000
| – | – | 0.01% | 913 |
|
|
2024
Q3 | $12.9M | Hold |
323,000
| – | – | 0.01% | 940 |
|
|
2024
Q2 | $16M | Hold |
323,000
| – | – | ﹤0.01% | 845 |
|
|
2024
Q1 | $15.8M | Hold |
323,000
| – | – | ﹤0.01% | 822 |
|
|
2023
Q4 | $12.6M | Hold |
323,000
| – | – | ﹤0.01% | 946 |
|
|
2023
Q3 | $13.2M | Hold |
323,000
| – | – | ﹤0.01% | 874 |
|
|
2023
Q2 | $10.2M | Buy |
+323,000
| New | +$9.13M | ﹤0.01% | 999 |
|
|
2023
Q1 | – | Sell |
-304,000
| Closed | -$12.8M | – | 4150 |
|
|
2022
Q4 | $12.8M | Hold |
304,000
| – | – | 0.01% | 877 |
|
|
2022
Q3 | $12.1K | Sell |
304,000
-112,800
| -27% | -$4.44M | 0.01% | 897 |
|
|
2022
Q2 | $16.1K | Sell |
416,800
-218,100
| -34% | -$8.86M | 0.01% | 848 |
|
|
2022
Q1 | $25.8M | Buy |
+634,900
| New | +$22.9M | 0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-28,600
| Closed | -$902K | – | 4832 |
|
|
2018
Q3 | $902K | Buy |
28,600
+18,500
| +183% | +$531K | ﹤0.01% | 2049 |
|
|
2018
Q2 | $259K | Sell |
10,100
-3,300
| -25% | -$77.1K | ﹤0.01% | 2642 |
|
|
2018
Q1 | $242K | Buy |
13,400
+9,400
| +235% | +$203K | ﹤0.01% | 2544 |
|
|
2017
Q4 | $88K | Hold |
4,000
| – | – | ﹤0.01% | 3048 |
|
|
2017
Q3 | $71K | Sell |
4,000
-1,000
| -20% | -$15.6K | ﹤0.01% | 3106 |
|
|
2017
Q2 | $83K | Hold |
5,000
| – | – | ﹤0.01% | 3051 |
|
|
2017
Q1 | $120K | Buy |
+5,000
| New | +$138K | ﹤0.01% | 2733 |
|
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$96K | – | 4178 |
|
|
2016
Q3 | $96K | Hold |
2,500
| – | – | ﹤0.01% | 2804 |
|
|
2016
Q2 | $68K | Buy |
+2,500
| New | +$70.1K | ﹤0.01% | 2959 |
|
|
2015
Q4 | – | Sell |
-24,000
| Closed | -$769K | – | 4396 |
|
|
2015
Q3 | $769K | Buy |
24,000
+6,000
| +33% | +$218K | ﹤0.01% | 1665 |
|
|
2015
Q2 | $830K | Sell |
18,000
-88,000
| -83% | -$4.64M | ﹤0.01% | 1743 |
|
|
2015
Q1 | $5.48M | Buy |
106,000
+5,000
| +5% | +$217K | 0.01% | 1014 |
|
|
2014
Q4 | $3.9M | Buy |
+101,000
| New | +$5.06M | ﹤0.01% | 1129 |
|
|
2014
Q1 | – | Sell |
-51,000
| Closed | -$4.24M | – | 4142 |
|
|
2013
Q4 | $4.24M | Hold |
51,000
| – | – | 0.01% | 897 |
|
|
2013
Q3 | $3.94M | Hold |
51,000
| – | – | 0.01% | 865 |
|
|
2013
Q2 | $3.06M | Buy |
+51,000
| New | +$3.11M | 0.01% | 931 |
|
Other funds holding SM
DSC
N
Bank of Montreal's SM Position: Q2 2026 in Review
Bank of Montreal increased its SM Energy (SM) stake by 1.5% in Q2 2026, buying an estimated $16.3K and bringing the position to 37,598 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.
Bank of Montreal first reported a position in SM in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q1 2022. 322 funds tracked by Wall St. Rank hold SM as of Q2 2026.
- Bank of Montreal held 37,598 shares of SM Energy worth $981K as of Q2 2026.
- Bank of Montreal bought 542 SM Energy shares in Q2 2026, an estimated $16.3K.
- SM Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2095 holding.
- Bank of Montreal first reported a position in SM Energy in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's SM Energy position peaked at $13M in Q1 2022.
- 322 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.