Lido Advisors
SM icon

Lido Advisors’s SM Energy SM Stock Holding History

Lido Advisors’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
Q3 		$822K Buy
24,347
+4,946
+25% +$166K ﹤0.01% 1195
2026
Q2 		$506K Buy
+19,401
New +$583K ﹤0.01% 1467
2024
Q3 		– Sell
-6,826
Closed -$295K – 1549
2024
Q2 		$295K Sell
6,826
-466
-6% -$22.9K ﹤0.01% 1135
2024
Q1 		$364K Buy
7,292
+398
+6% +$16.3K ﹤0.01% 1004
2023
Q4 		$267K Buy
+6,894
New +$266K ﹤0.01% 1087
2023
Q1 		– Sell
-11,360
Closed -$396K – 1238
2022
Q4 		$396K Buy
11,360
+832
+8% +$34.6K ﹤0.01% 692
2022
Q3 		$395K Buy
+10,528
New +$414K 0.01% 623

Other funds holding SM

State Street
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lido Advisors's SM Position: Q3 2026 in Review

Lido Advisors increased its SM Energy (SM) stake by 25% in Q3 2026, buying an estimated $166K and bringing the position to 24,347 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Lido Advisors first reported a position in SM in Q3 2022 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Lido Advisors held 24,347 shares of SM Energy worth $822K as of Q3 2026.
  • Lido Advisors bought 4,946 SM Energy shares in Q3 2026, an estimated $166K.
  • SM Energy made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1195 holding.
  • Lido Advisors first reported a position in SM Energy in Q3 2022 and has held it in 7 quarters since.
  • 347 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.