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Legacy Investment Solutions’s SM Energy SM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$81.5K Buy
+3,300
New +$79.9K 0.04% 122
2024
Q4 		$64.8K Sell
1,734
-173
-9% -$7.31K 0.04% 109
2024
Q3 		$83.4K Buy
+1,907
New +$82.7K 0.05% 91

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Investment Solutions's SM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in SM Energy (SM) in Q2 2025: 3,300 shares worth $81.5K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SM in Q3 2024 and has held it in 3 quarters since. The position peaked at $83.4K in Q3 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Legacy Investment Solutions held 3,300 shares of SM Energy worth $81.5K as of Q2 2025.
  • SM Energy was a new Legacy Investment Solutions position in Q2 2025.
  • SM Energy made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #122 holding.
  • Legacy Investment Solutions first reported a position in SM Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's SM Energy position peaked at $83.4K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.