LI
SM icon

LRI Investments’s SM Energy SM Stock Holding History

LRI Investments’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 		$9.11K Buy
349
+10
+3% +$300 ﹤0.01% 982
2026
Q1 		$10.6K Buy
+339
New +$7.73K ﹤0.01% 873
2025
Q1 		– Sell
-75
Closed -$2.89K – 1247
2024
Q4 		$2.89K Hold
75
– – ﹤0.01% 1029
2024
Q3 		$3.3K Buy
75
+25
+50% +$1.08K ﹤0.01% 1004
2024
Q2 		$2.16K Buy
+50
New +$2.46K ﹤0.01% 1049

Other funds holding SM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LRI Investments's SM Position: Q2 2026 in Review

LRI Investments increased its SM Energy (SM) stake by 2.9% in Q2 2026, buying an estimated $300 and bringing the position to 349 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

LRI Investments first reported a position in SM in Q2 2024 and has held it in 5 quarters since. The position peaked at $10.6K in Q1 2026. 146 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • LRI Investments held 349 shares of SM Energy worth $9.11K as of Q2 2026.
  • LRI Investments bought 10 SM Energy shares in Q2 2026, an estimated $300.
  • SM Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #982 holding.
  • LRI Investments first reported a position in SM Energy in Q2 2024 and has held it in 5 quarters since.
  • LRI Investments's SM Energy position peaked at $10.6K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.