Lazard Asset Management
SM icon

Lazard Asset Management’s SM Energy SM Stock Holding History

Lazard Asset 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 		$17.3M Buy
662,766
+600,971
+973% +$18M 0.03% 371
2026
Q1 		$1.93M Buy
61,795
+42,778
+225% +$976K ﹤0.01% 905
2025
Q4 		$356K Buy
19,017
+60
+0.3% +$1.22K ﹤0.01% 1479
2025
Q3 		$473K Hold
18,957
– – ﹤0.01% 1365
2025
Q2 		$467K Buy
18,957
+1,236
+7% +$29.9K ﹤0.01% 1508
2025
Q1 		$529K Buy
17,721
+6,021
+51% +$216K ﹤0.01% 1392
2024
Q4 		$452K Sell
11,700
-10,850
-48% -$458K ﹤0.01% 1398
2024
Q3 		$900K Sell
22,550
-258
-1% -$11.2K ﹤0.01% 1123
2024
Q2 		$985K Buy
22,808
+7,636
+50% +$375K ﹤0.01% 976
2024
Q1 		$756K Sell
15,172
-6,439
-30% -$263K ﹤0.01% 982
2023
Q4 		$836K Buy
21,611
+6,296
+41% +$243K ﹤0.01% 987
2023
Q3 		$606K Buy
15,315
+5,666
+59% +$215K ﹤0.01% 1096
2023
Q2 		$305K Buy
9,649
+2,028
+27% +$57.3K ﹤0.01% 1234
2023
Q1 		$214K Hold
7,621
– – ﹤0.01% 1295
2022
Q4 		$265K Hold
7,621
– – ﹤0.01% 1246
2022
Q3 		$286K Buy
+7,621
New +$300K ﹤0.01% 1199
2021
Q4 		– Sell
-2,269
Closed -$59K – 2446
2021
Q3 		$59K Buy
+2,269
New +$45.8K ﹤0.01% 1605
2017
Q4 		– Sell
-1,241
Closed -$22K – 1105
2017
Q3 		$22K Buy
+1,241
New +$19.4K ﹤0.01% 881
2015
Q3 		– Sell
-98
Closed -$4K – 1147
2015
Q2 		$4K Buy
+98
New +$5.17K ﹤0.01% 1095
2015
Q1 		– Sell
-40,582
Closed -$1.56M – 1199
2014
Q4 		$1.56M Sell
40,582
-5,555
-12% -$278K ﹤0.01% 705
2014
Q3 		$3.6M Buy
46,137
+33,352
+261% +$2.72M 0.01% 556
2014
Q2 		$1.07M Buy
12,785
+12,603
+6,925% +$966K ﹤0.01% 707
2014
Q1 		$12K Buy
+182
New +$14.2K ﹤0.01% 939

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

Lazard Asset Management's SM Position: Q2 2026 in Review

Lazard Asset Management increased its SM Energy (SM) stake by 973% in Q2 2026, buying an estimated $18M and bringing the position to 662,766 shares worth $17.3M. The position accounts for 0.03% of the portfolio, ranked #371.

Lazard Asset Management first reported a position in SM in Q1 2014 and has held it in 23 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Lazard Asset Management held 662,766 shares of SM Energy worth $17.3M as of Q2 2026.
  • Lazard Asset Management bought 600,971 SM Energy shares in Q2 2026, an estimated $18M.
  • SM Energy made up 0.03% of Lazard Asset Management's portfolio in Q2 2026, its #371 holding.
  • Lazard Asset Management first reported a position in SM Energy in Q1 2014 and has held it in 23 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.