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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return