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LM Asset (IM) Inc’s Vermilion Energy VET Stock Holding History

LM Asset (IM) Inc’s Portfolio VET Stock Details VET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5M Buy
3,691,000
+533,400
+17% +$6.34M 21.37% 1
2026
Q1 		$43.4M Sell
3,157,600
-615,000
-16% -$6.52M 22.58% 1
2025
Q4 		$31.4M Buy
3,772,600
+830,600
+28% +$6.86M 24.87% 1
2025
Q3 		$23M Buy
2,942,000
+152,000
+5% +$1.17M 17.37% 2
2025
Q2 		$20.3M Buy
2,790,000
+350,000
+14% +$2.39M 18.87% 2
2025
Q1 		$19.7M Buy
2,440,000
+440,000
+22% +$3.93M 20.25% 2
2024
Q4 		$18.8M Buy
+2,000,000
New +$19.5M 17.23% 2

Other funds holding VET

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

LM Asset (IM) Inc's VET Position: Q2 2026 in Review

LM Asset (IM) Inc increased its Vermilion Energy (VET) stake by 17% in Q2 2026, buying an estimated $6.34M and bringing the position to 3,691,000 shares worth $34.5M. The position accounts for 21.37% of the portfolio, ranked #1.

LM Asset (IM) Inc first reported a position in VET in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.4M in Q1 2026. 161 funds tracked by Wall St. Rank hold VET as of Q2 2026.

  • LM Asset (IM) Inc held 3,691,000 shares of Vermilion Energy worth $34.5M as of Q2 2026.
  • LM Asset (IM) Inc bought 533,400 Vermilion Energy shares in Q2 2026, an estimated $6.34M.
  • Vermilion Energy made up 21.37% of LM Asset (IM) Inc's portfolio in Q2 2026, its #1 holding.
  • LM Asset (IM) Inc first reported a position in Vermilion Energy in Q4 2024 and has held it in 7 quarters since.
  • LM Asset (IM) Inc's Vermilion Energy position peaked at $43.4M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Vermilion Energy as of Q2 2026.

Based on LM Asset (IM) Inc's 13F filing for Q2 2026, filed 11 Aug 2026.