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Legacy Capital Group California’s SM Energy SM Stock Holding History

Legacy Capital Group California’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 		$803K Sell
30,777
-460
-1% -$13.8K 0.24% 120
2026
Q1 		$974K Buy
+31,237
New +$713K 0.37% 71

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

Legacy Capital Group California's SM Position: Q2 2026 in Review

Legacy Capital Group California reduced its SM Energy (SM) stake by 1.5% in Q2 2026, selling an estimated $13.8K and leaving 30,777 shares worth $803K. The position accounts for 0.24% of the portfolio, ranked #120.

Legacy Capital Group California first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $974K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Legacy Capital Group California held 30,777 shares of SM Energy worth $803K as of Q2 2026.
  • Legacy Capital Group California sold 460 SM Energy shares in Q2 2026, an estimated $13.8K.
  • SM Energy made up 0.24% of Legacy Capital Group California's portfolio in Q2 2026, its #120 holding.
  • Legacy Capital Group California first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Legacy Capital Group California's SM Energy position peaked at $974K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.