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Legacy Wealth Management (Idaho)’s SM Energy SM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$246K Buy
9,418
+6,698
+246% +$201K 0.1% 163
2026
Q1 		$84.8K Sell
2,720
-153
-5% -$3.49K 0.04% 202
2025
Q4 		$53.7K Sell
2,873
-552
-16% -$11.2K 0.03% 209
2025
Q3 		$85.5K Buy
3,425
+125
+4% +$3.37K 0.04% 136
2025
Q2 		$81.5K Buy
3,300
+661
+25% +$16K 0.04% 122
2025
Q1 		$79K Buy
2,639
+905
+52% +$32.5K 0.06% 112
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 $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 Wealth Management (Idaho)'s SM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its SM Energy (SM) stake by 246% in Q2 2026, buying an estimated $201K and bringing the position to 9,418 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #163.

Legacy Wealth Management (Idaho) first reported a position in SM in Q3 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 9,418 shares of SM Energy worth $246K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 6,698 SM Energy shares in Q2 2026, an estimated $201K.
  • SM Energy made up 0.1% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #163 holding.
  • Legacy Wealth Management (Idaho) first reported a position in SM Energy in Q3 2024 and has held it in 8 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.