IIM
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Ironwood Investment Management’s SM Energy SM Stock Holding History

Ironwood 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
Q1 		$2.97M Buy
95,390
+15,300
+19% +$349K 1.24% 18
2025
Q4 		$1.5M Buy
80,090
+23,600
+42% +$478K 0.63% 48
2025
Q3 		$1.41M Buy
56,490
+22,300
+65% +$601K 0.62% 51
2025
Q2 		$845K Hold
34,190
– – 0.41% 79
2025
Q1 		$1.02M Hold
34,190
– – 0.56% 58
2024
Q4 		$1.33M Hold
34,190
– – 0.66% 48
2024
Q3 		$1.37M Buy
34,190
+5,000
+17% +$217K 0.67% 50
2024
Q2 		$1.26M Hold
29,190
– – 0.67% 44
2024
Q1 		$1.46M Sell
29,190
-2,500
-8% -$102K 0.71% 41
2023
Q4 		$1.23M Sell
31,690
-2,500
-7% -$96.4K 0.64% 47
2023
Q3 		$1.36M Hold
34,190
– – 0.83% 40
2023
Q2 		$1.08M Buy
+34,190
New +$966K 0.62% 50
2023
Q1 		– Sell
-6,990
Closed -$243K – 166
2022
Q4 		$243K Hold
6,990
– – 0.16% 131
2022
Q3 		$263K Hold
6,990
– – 0.18% 131
2022
Q2 		$239K Sell
6,990
-2,000
-22% -$81.3K 0.16% 137
2022
Q1 		$350K Hold
8,990
– – 0.19% 129
2021
Q4 		$265K Hold
8,990
– – 0.13% 156
2021
Q3 		$237K Sell
8,990
-1,129
-11% -$22.8K 0.12% 159
2021
Q2 		$249K Hold
10,119
– – 0.13% 162
2021
Q1 		$166K Hold
10,119
– – 0.09% 169
2020
Q4 		$62K Sell
10,119
-1,129
-10% -$3.81K 0.04% 165
2020
Q3 		$18K Buy
11,248
+1,129
+11% +$3.15K 0.01% 160
2020
Q2 		$38K Hold
10,119
– – 0.03% 154
2020
Q1 		$12K Sell
10,119
-250
-2% -$1.77K 0.01% 156
2019
Q4 		$117K Hold
10,369
– – 0.08% 148
2019
Q3 		$100K Sell
10,369
-1,581
-13% -$16.1K 0.07% 145
2019
Q2 		$150K Hold
11,950
– – 0.12% 144
2019
Q1 		$209K Hold
11,950
– – 0.17% 137
2018
Q4 		$185K Hold
11,950
– – 0.17% 140
2018
Q3 		$377K Hold
11,950
– – 0.26% 127
2018
Q2 		$307K Hold
11,950
– – 0.22% 134
2018
Q1 		$215K Hold
11,950
– – 0.16% 147
2017
Q4 		$264K Hold
11,950
– – 0.19% 141
2017
Q3 		$212K Hold
11,950
– – 0.15% 153
2017
Q2 		$198K Hold
11,950
– – 0.14% 158
2017
Q1 		$287K Buy
11,950
+585
+5% +$16.2K 0.21% 141
2016
Q4 		$392K Hold
11,365
– – 0.29% 118
2016
Q3 		$438K Sell
11,365
-15
-0.1% -$481 0.34% 112
2016
Q2 		$307K Hold
11,380
– – 0.23% 129
2016
Q1 		$213K Hold
11,380
– – 0.14% 151
2015
Q4 		$224K Sell
11,380
-6,625
-37% -$202K 0.09% 147
2015
Q3 		$577K Hold
18,005
– – 0.21% 113
2015
Q2 		$830K Hold
18,005
– – 0.19% 103
2015
Q1 		$930K Buy
18,005
+90
+0.5% +$3.91K 0.17% 108
2014
Q4 		$691K Buy
17,915
+4,539
+34% +$227K 0.13% 117
2014
Q3 		$1.04M Buy
13,376
+16
+0.1% +$1.31K 0.19% 104
2014
Q2 		$1.12M Sell
13,360
-175
-1% -$13.4K 0.18% 104
2014
Q1 		$965K Buy
13,535
+1,000
+8% +$78.2K 0.14% 102
2013
Q4 		$1.04M Hold
12,535
– – 0.14% 100
2013
Q3 		$968K Hold
12,535
– – 0.15% 102
2013
Q2 		$752K Buy
+12,535
New +$764K 0.13% 103

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
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
DSC
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

Ironwood Investment Management's SM Position: Q1 2026 in Review

Ironwood Investment Management increased its SM Energy (SM) stake by 19% in Q1 2026, buying an estimated $349K and bringing the position to 95,390 shares worth $2.97M. The position accounts for 1.24% of the portfolio, ranked #18.

Ironwood Investment Management first reported a position in SM in Q2 2013 and has held it in 51 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Ironwood Investment Management held 95,390 shares of SM Energy worth $2.97M as of Q1 2026.
  • Ironwood Investment Management bought 15,300 SM Energy shares in Q1 2026, an estimated $349K.
  • SM Energy made up 1.24% of Ironwood Investment Management's portfolio in Q1 2026, its #18 holding.
  • Ironwood Investment Management first reported a position in SM Energy in Q2 2013 and has held it in 51 quarters since.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.