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Byrne Asset Management’s SM Energy SM Stock Holding History

Byrne Asset Management’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
Q1 		– Sell
-5,356
Closed -$100K – 603
2025
Q4 		$100K Buy
5,356
+3,631
+210% +$73.6K 0.06% 227
2025
Q3 		$43.1K Hold
1,725
– – 0.03% 267
2025
Q2 		$42.6K Buy
1,725
+252
+17% +$6.1K 0.03% 266
2025
Q1 		$44.1K Buy
1,473
+933
+173% +$33.5K 0.03% 234
2024
Q4 		$20.9K Sell
540
-240
-31% -$10.1K 0.01% 282
2024
Q3 		$31.2K Hold
780
– – 0.02% 247
2024
Q2 		$33.8K Hold
780
– – 0.02% 238
2024
Q1 		$38.9K Buy
780
+80
+11% +$3.27K 0.03% 223
2023
Q4 		$28K Buy
+700
New +$27K 0.02% 249
2023
Q3 		– Sell
-940
Closed -$35.6K – 229
2023
Q2 		$30K Hold
940
– – 0.02% 283
2023
Q1 		$26K Sell
940
-750
-44% -$22.9K 0.02% 282
2022
Q4 		$58.9K Buy
1,690
+390
+30% +$16.2K 0.04% 208
2022
Q3 		$49K Hold
1,300
– – 0.04% 207
2022
Q2 		$44K Hold
1,300
– – 0.03% 203
2022
Q1 		$51K Buy
+1,300
New +$46.8K 0.03% 209

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Byrne Asset Management's SM Position: Q1 2026 in Review

Byrne Asset Management sold out of SM Energy (SM) in Q1 2026, closing a stake of 5,356 shares — an estimated $100K sold.

Byrne Asset Management first reported a position in SM in Q1 2022 and held it in 15 quarters. The position peaked at $100K in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Byrne Asset Management reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Byrne Asset Management sold 5,356 SM Energy shares in Q1 2026, an estimated $100K.
  • Byrne Asset Management first reported a position in SM Energy in Q1 2022 and held it in 15 quarters.
  • Byrne Asset Management's SM Energy position peaked at $100K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Byrne Asset Management's 13F filing for Q1 2026, filed 2 Apr 2026.