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Larson Financial Group’s SM Energy SM Stock Holding History

Larson Financial Group’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 		$38.3K Buy
1,466
+168
+13% +$5.05K ﹤0.01% 1644
2026
Q1 		$40.5K Buy
1,298
+1,057
+439% +$24.1K ﹤0.01% 1458
2025
Q4 		$4.51K Buy
241
+36
+18% +$729 ﹤0.01% 2499
2025
Q3 		$5.12K Buy
205
+27
+15% +$728 ﹤0.01% 2346
2025
Q2 		$4.4K Buy
178
+46
+35% +$1.11K ﹤0.01% 2115
2025
Q1 		$3.95K Hold
132
– – ﹤0.01% 1950
2024
Q4 		$5.12K Hold
132
– – ﹤0.01% 1659
2024
Q3 		$5.28K Sell
132
-204
-61% -$8.85K ﹤0.01% 1661
2024
Q2 		$14.5K Buy
336
+3
+0.9% +$147 ﹤0.01% 1155
2024
Q1 		$16.6K Sell
333
-347
-51% -$14.2K ﹤0.01% 929
2023
Q4 		$26.3K Hold
680
– – ﹤0.01% 785
2023
Q3 		$27K Hold
680
– – ﹤0.01% 748
2023
Q2 		$21.5K Hold
680
– – ﹤0.01% 722
2023
Q1 		$19.1K Hold
680
– – ﹤0.01% 747
2022
Q4 		$23.7K Sell
680
-325
-32% -$13.5K ﹤0.01% 655
2022
Q3 		$38K Buy
+1,005
New +$39.5K 0.01% 516
2021
Q3 		– Sell
-130
Closed -$3K – 942
2021
Q2 		$3K Buy
+130
New +$2.52K ﹤0.01% 700

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

Larson Financial Group's SM Position: Q2 2026 in Review

Larson Financial Group increased its SM Energy (SM) stake by 13% in Q2 2026, buying an estimated $5.05K and bringing the position to 1,466 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Larson Financial Group first reported a position in SM in Q2 2021 and has held it in 17 quarters since. The position peaked at $40.5K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Larson Financial Group held 1,466 shares of SM Energy worth $38.3K as of Q2 2026.
  • Larson Financial Group bought 168 SM Energy shares in Q2 2026, an estimated $5.05K.
  • SM Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1644 holding.
  • Larson Financial Group first reported a position in SM Energy in Q2 2021 and has held it in 17 quarters since.
  • Larson Financial Group's SM Energy position peaked at $40.5K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.