Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s SM Energy SM Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q2 		$15.5M Sell
595,401
-121,517
-17% -$3.65M 0.04% 212
2026
Q1 		$22.4M Buy
+716,918
New +$16.4M 0.06% 177
2025
Q4 		– Sell
-335,805
Closed -$8.39M – 701
2025
Q3 		$8.39M Sell
335,805
-40,200
-11% -$1.08M 0.02% 249
2025
Q2 		$9.29M Buy
376,005
+46,900
+14% +$1.14M 0.03% 236
2025
Q1 		$9.86M Buy
329,105
+90,900
+38% +$3.26M 0.03% 243
2024
Q4 		$9.23M Buy
238,205
+55,600
+30% +$2.35M 0.03% 264
2024
Q3 		$7.3M Sell
182,605
-11,793
-6% -$512K 0.02% 298
2024
Q2 		$8.4M Buy
+194,398
New +$9.55M 0.03% 279
2022
Q1 		– Sell
-265,092
Closed -$7.82M – 758
2021
Q4 		$7.82M Sell
265,092
-189,300
-42% -$5.91M 0.04% 291
2021
Q3 		$12M Sell
454,392
-277,100
-38% -$5.6M 0.06% 227
2021
Q2 		$18M Buy
731,492
+86,200
+13% +$1.67M 0.09% 181
2021
Q1 		$10.6M Buy
645,292
+576,692
+841% +$7.37M 0.06% 232
2020
Q4 		$420K Buy
68,600
+50,500
+279% +$170K ﹤0.01% 710
2020
Q3 		$29K Buy
+18,100
New +$50.6K ﹤0.01% 758
2020
Q1 		– Sell
-166,400
Closed -$1.87M – 815
2019
Q4 		$1.87M Buy
+166,400
New +$1.5M 0.01% 420
2017
Q3 		– Sell
-28,358
Closed -$469K – 628
2017
Q2 		$469K Hold
28,358
– – ﹤0.01% 419
2017
Q1 		$681K Buy
28,358
+3,000
+12% +$83.1K ﹤0.01% 385
2016
Q4 		$874K Sell
25,358
-1,100
-4% -$39.7K ﹤0.01% 382
2016
Q3 		$1.02M Sell
26,458
-120,400
-82% -$3.86M ﹤0.01% 358
2016
Q2 		$3.96M Buy
146,858
+110,858
+308% +$3.11M 0.02% 313
2016
Q1 		$675K Buy
36,000
+10,500
+41% +$145K ﹤0.01% 445
2015
Q4 		$501K Hold
25,500
– – ﹤0.01% 436
2015
Q3 		$817K Buy
+25,500
New +$925K ﹤0.01% 421
2014
Q1 		– Sell
-4,400
Closed -$366K – 633
2013
Q4 		$366K Buy
4,400
+400
+10% +$34.1K ﹤0.01% 602
2013
Q3 		$309K Buy
+4,000
New +$277K ﹤0.01% 612

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
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Grantham, Mayo, Van Otterloo & Co (GMO)'s SM Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its SM Energy (SM) stake by 17% in Q2 2026, selling an estimated $3.65M and leaving 595,401 shares worth $15.5M. The position accounts for 0.04% of the portfolio, ranked #212.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SM in Q3 2013 and has held it in 25 quarters since. The position peaked at $22.4M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 595,401 shares of SM Energy worth $15.5M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 121,517 SM Energy shares in Q2 2026, an estimated $3.65M.
  • SM Energy made up 0.04% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #212 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SM Energy in Q3 2013 and has held it in 25 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s SM Energy position peaked at $22.4M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.