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
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

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

Lido Advisors's SM Position: Q2 2026 in Review

Lido Advisors opened a new position in SM Energy (SM) in Q2 2026: 19,401 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings. This is a return to the name: Lido Advisors previously reported a position in SM as recently as Q2 2024.

Lido Advisors first reported a position in SM in Q3 2022 and has held it in 6 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Lido Advisors held 19,401 shares of SM Energy worth $506K as of Q2 2026.
  • SM Energy was a new Lido Advisors position in Q2 2026.
  • SM Energy made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1467 holding.
  • Lido Advisors first reported a position in SM Energy in Q3 2022 and has held it in 6 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.