IAIM
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International Assets Investment Management’s SM Energy SM Stock Holding History

International Assets Investment 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
Q2 		$926 Sell
36
-500
-93% -$15K ﹤0.01% 2210
2026
Q1 		$15.8K Hold
536
– – ﹤0.01% 1569
2025
Q4 		$10K Buy
+536
New +$10.9K ﹤0.01% 1664
2024
Q4 		– Sell
-1,439
Closed -$36 – 1746
2024
Q3 		$36 Buy
1,439
+1,403
+3,897% +$60.9K ﹤0.01% 1742
2024
Q2 		$1.56K Buy
+36
New +$1.77K ﹤0.01% 2041
2023
Q2 		– Sell
-36
Closed -$1.01K – 910
2023
Q1 		$1.01K Buy
+36
New +$1.1K ﹤0.01% 1046

Other funds holding SM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

International Assets Investment Management's SM Position: Q2 2026 in Review

International Assets Investment Management reduced its SM Energy (SM) stake by 93% in Q2 2026, selling an estimated $15K and leaving 36 shares worth $926. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

International Assets Investment Management first reported a position in SM in Q1 2023 and has held it in 6 quarters since. The position peaked at $15.8K in Q1 2026. 146 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • International Assets Investment Management held 36 shares of SM Energy worth $926 as of Q2 2026.
  • International Assets Investment Management sold 500 SM Energy shares in Q2 2026, an estimated $15K.
  • SM Energy made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2210 holding.
  • International Assets Investment Management first reported a position in SM Energy in Q1 2023 and has held it in 6 quarters since.
  • International Assets Investment Management's SM Energy position peaked at $15.8K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.