Brown Brothers Harriman & Co’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $331K | Buy |
10,623
+10,394
| +4,539% | +$237K | ﹤0.01% | 722 |
|
|
2025
Q4 | $4.28K | Buy |
+229
| New | +$4.64K | ﹤0.01% | 1554 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$1.6K | – | 1568 |
|
|
2024
Q3 | $1.6K | Buy |
+40
| New | +$1.74K | ﹤0.01% | 1322 |
|
|
2019
Q3 | – | Sell |
-50,289
| Closed | -$630K | – | 1282 |
|
|
2019
Q2 | $630K | Sell |
50,289
-5,640
| -10% | -$81.9K | ﹤0.01% | 252 |
|
|
2019
Q1 | $978K | Hold |
55,929
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $866K | Sell |
55,929
-170
| -0.3% | -$3.93K | 0.01% | 208 |
|
|
2018
Q3 | $1.77M | Hold |
56,099
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $1.44M | Hold |
56,099
| – | – | 0.01% | 158 |
|
|
2018
Q1 | $1.01M | Hold |
56,099
| – | – | 0.01% | 185 |
|
|
2017
Q4 | $1.24M | Buy |
56,099
+170
| +0.3% | +$3.43K | 0.01% | 168 |
|
|
2017
Q3 | $992K | Hold |
55,929
| – | – | 0.01% | 179 |
|
|
2017
Q2 | $925K | Hold |
55,929
| – | – | 0.01% | 175 |
|
|
2017
Q1 | $1.34M | Hold |
55,929
| – | – | 0.01% | 152 |
|
|
2016
Q4 | $1.93M | Hold |
55,929
| – | – | 0.01% | 136 |
|
|
2016
Q3 | $2.16M | Hold |
55,929
| – | – | 0.01% | 134 |
|
|
2016
Q2 | $1.51M | Hold |
55,929
| – | – | 0.01% | 155 |
|
|
2016
Q1 | $1.05M | Hold |
55,929
| – | – | 0.01% | 179 |
|
|
2015
Q4 | $1.1M | Hold |
55,929
| – | – | 0.01% | 186 |
|
|
2015
Q3 | $1.79M | Hold |
55,929
| – | – | 0.01% | 157 |
|
|
2015
Q2 | $2.58M | Hold |
55,929
| – | – | 0.01% | 136 |
|
|
2015
Q1 | $2.89M | Sell |
55,929
-48,767
| -47% | -$2.12M | 0.01% | 125 |
|
|
2014
Q4 | $4.61M | Buy |
104,696
+48,767
| +87% | +$2.44M | 0.02% | 106 |
|
|
2014
Q3 | $4.36M | Sell |
55,929
-6,225
| -10% | -$508K | 0.02% | 112 |
|
|
2014
Q2 | $5.23M | Hold |
62,154
| – | – | 0.02% | 111 |
|
|
2014
Q1 | $4.43M | Sell |
62,154
-1,500
| -2% | -$117K | 0.02% | 111 |
|
|
2013
Q4 | $5.29M | Sell |
63,654
-39,993
| -39% | -$3.41M | 0.02% | 103 |
|
|
2013
Q3 | $8M | Hold |
103,647
| – | – | 0.04% | 83 |
|
|
2013
Q2 | $6.22M | Buy |
+103,647
| New | +$6.32M | 0.03% | 98 |
|
Other funds holding SM
VPM
AC
VCM
DSC
