Los Angeles Capital Management
SM icon

Los Angeles Capital Management’s SM Energy SM Stock Holding History

Los Angeles Capital Management’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
Q1 		$38.1K Buy
1,222
+562
+85% +$12.8K ﹤0.01% 1550
2025
Q4 		$13.6K Buy
+660
New +$13.4K ﹤0.01% 1990
2025
Q3 		– Sell
-9,220
Closed -$228K – 1524
2025
Q2 		$228K Sell
9,220
-23,494
-72% -$569K ﹤0.01% 1142
2025
Q1 		$980K Buy
32,714
+6,806
+26% +$244K ﹤0.01% 572
2024
Q4 		$1M Sell
25,908
-39,513
-60% -$1.67M ﹤0.01% 620
2024
Q3 		$2.61M Buy
65,421
+28,920
+79% +$1.25M 0.01% 406
2024
Q2 		$1.58M Buy
36,501
+27,633
+312% +$1.36M 0.01% 508
2024
Q1 		$442K Sell
8,868
-27,227
-75% -$1.11M ﹤0.01% 914
2023
Q4 		$1.4M Sell
36,095
-20,159
-36% -$777K 0.01% 564
2023
Q3 		$2.23M Buy
+56,254
New +$2.13M 0.01% 423
2023
Q2 		– Sell
-52,367
Closed -$1.47M – 1276
2023
Q1 		$1.47M Buy
52,367
+5,382
+11% +$164K 0.01% 562
2022
Q4 		$1.64M Sell
46,985
-1,727
-4% -$71.8K 0.01% 571
2022
Q3 		$1.83M Buy
48,712
+16,008
+49% +$630K 0.01% 522
2022
Q2 		$1.12M Buy
32,704
+22,249
+213% +$904K 0.01% 682
2022
Q1 		$407K Sell
10,455
-377
-3% -$13.6K ﹤0.01% 1117
2021
Q4 		$319K Sell
10,832
-1,760
-14% -$54.9K ﹤0.01% 1217
2021
Q3 		$332K Buy
+12,592
New +$254K ﹤0.01% 1263
2020
Q4 		– Sell
-255,137
Closed -$406K – 1545
2020
Q3 		$406K Sell
255,137
-208,775
-45% -$583K ﹤0.01% 1169
2020
Q2 		$1.74M Buy
+463,912
New +$1.52M 0.01% 645
2020
Q1 		– Sell
-12,625
Closed -$142K – 1453
2019
Q4 		$142K Buy
+12,625
New +$114K ﹤0.01% 1223
2014
Q4 		– Sell
-37,856
Closed -$2.95M – 1148
2014
Q3 		$2.95M Sell
37,856
-134,509
-78% -$11M 0.04% 374
2014
Q2 		$14.5M Buy
172,365
+15,135
+10% +$1.16M 0.14% 192
2014
Q1 		$11.2M Buy
157,230
+151,710
+2,748% +$11.9M 0.12% 213
2013
Q4 		$459K Hold
5,520
– – 0.01% 935
2013
Q3 		$426K Buy
+5,520
New +$382K 0.01% 972

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Los Angeles Capital Management's SM Position: Q1 2026 in Review

Los Angeles Capital Management increased its SM Energy (SM) stake by 85% in Q1 2026, buying an estimated $12.8K and bringing the position to 1,222 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Los Angeles Capital Management first reported a position in SM in Q3 2013 and has held it in 25 quarters since. The position peaked at $14.5M in Q2 2014. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Los Angeles Capital Management held 1,222 shares of SM Energy worth $38.1K as of Q1 2026.
  • Los Angeles Capital Management bought 562 SM Energy shares in Q1 2026, an estimated $12.8K.
  • SM Energy made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #1550 holding.
  • Los Angeles Capital Management first reported a position in SM Energy in Q3 2013 and has held it in 25 quarters since.
  • Los Angeles Capital Management's SM Energy position peaked at $14.5M in Q2 2014.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.