LC
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Lindbrook Capital’s SM Energy SM Stock Holding History

Lindbrook Capital’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
Q1 		$16.4K Sell
547
-121
-18% -$4.34K ﹤0.01% 1441
2024
Q4 		$25.9K Sell
668
-84
-11% -$3.55K ﹤0.01% 1134
2024
Q3 		$30.1K Buy
752
+67
+10% +$2.91K ﹤0.01% 1071
2024
Q2 		$29.6K Buy
685
+104
+18% +$5.11K ﹤0.01% 1025
2024
Q1 		$29K Buy
581
+206
+55% +$8.42K ﹤0.01% 1027
2023
Q4 		$14.5K Buy
375
+21
+6% +$810 ﹤0.01% 1346
2023
Q3 		$14K Buy
354
+69
+24% +$2.62K ﹤0.01% 1239
2023
Q2 		$9.02K Buy
285
+176
+161% +$4.97K ﹤0.01% 1526
2023
Q1 		$3.07K Sell
109
-15
-12% -$458 ﹤0.01% 2065
2022
Q4 		$4.32K Buy
124
+18
+17% +$748 ﹤0.01% 1897
2022
Q3 		$4K Sell
106
-53
-33% -$2.08K ﹤0.01% 1796
2022
Q2 		$5K Buy
159
+13
+9% +$528 ﹤0.01% 1574
2022
Q1 		$6K Buy
+146
New +$5.26K ﹤0.01% 1543
2021
Q4 		– Sell
-70
Closed -$2K – 2193
2021
Q3 		$2K Hold
70
– – ﹤0.01% 1604
2021
Q2 		$2K Hold
70
– – ﹤0.01% 1640
2021
Q1 		$1K Buy
+70
New +$895 ﹤0.01% 1790
2020
Q1 		– Sell
-29
Closed – – 1849
2019
Q4 		$0 Hold
29
– – ﹤0.01% 1545
2019
Q3 		$0 Hold
29
– – ﹤0.01% 1529
2019
Q2 		$0 Hold
29
– – ﹤0.01% 1497
2019
Q1 		$0 Hold
29
– – ﹤0.01% 1493
2018
Q4 		$0 Buy
+29
New +$671 ﹤0.01% 1427

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lindbrook Capital's SM Position: Q1 2025 in Review

Lindbrook Capital reduced its SM Energy (SM) stake by 18% in Q1 2025, selling an estimated $4.34K and leaving 547 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Lindbrook Capital first reported a position in SM in Q4 2018 and has held it in 21 quarters since. The position peaked at $30.1K in Q3 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Lindbrook Capital held 547 shares of SM Energy worth $16.4K as of Q1 2025.
  • Lindbrook Capital sold 121 SM Energy shares in Q1 2025, an estimated $4.34K.
  • SM Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1441 holding.
  • Lindbrook Capital first reported a position in SM Energy in Q4 2018 and has held it in 21 quarters since.
  • Lindbrook Capital's SM Energy position peaked at $30.1K in Q3 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.