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Laird Norton Wetherby Trust Company’s SM Energy SM Stock Holding History

Laird Norton Wetherby Trust Company’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 		$225K Sell
8,625
-109
-1% -$3.27K ﹤0.01% 963
2026
Q1 		$272K Buy
+8,734
New +$199K 0.01% 891

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

Laird Norton Wetherby Trust Company's SM Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its SM Energy (SM) stake by 1.2% in Q2 2026, selling an estimated $3.27K and leaving 8,625 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Laird Norton Wetherby Trust Company first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $272K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 8,625 shares of SM Energy worth $225K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 109 SM Energy shares in Q2 2026, an estimated $3.27K.
  • SM Energy made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #963 holding.
  • Laird Norton Wetherby Trust Company first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's SM Energy position peaked at $272K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.