Luther King Capital Management (LKCM)
SM icon

Luther King Capital Management (LKCM)’s SM Energy SM Stock Holding History

Luther King Capital Management (LKCM)’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 		– Sell
-5,304
Closed -$206K – 607
2024
Q4 		$206K Sell
5,304
-2,400
-31% -$101K ﹤0.01% 569
2024
Q3 		$308K Buy
7,704
+2,400
+45% +$104K ﹤0.01% 528
2024
Q2 		$229K Hold
5,304
– – ﹤0.01% 564
2024
Q1 		$264K Hold
5,304
– – ﹤0.01% 542
2023
Q4 		$205K Hold
5,304
– – ﹤0.01% 561
2023
Q3 		$210K Buy
+5,304
New +$201K ﹤0.01% 557
2022
Q2 		– Sell
-8,804
Closed -$343K – 622
2022
Q1 		$343K Hold
8,804
– – ﹤0.01% 524
2021
Q4 		$260K Hold
8,804
– – ﹤0.01% 577
2021
Q3 		$232K Hold
8,804
– – ﹤0.01% 572
2021
Q2 		$217K Sell
8,804
-2,500
-22% -$48.4K ﹤0.01% 593
2021
Q1 		$185K Sell
11,304
-8,500
-43% -$109K ﹤0.01% 545
2020
Q4 		$121K Hold
19,804
– – ﹤0.01% 553
2020
Q3 		$31K Hold
19,804
– – ﹤0.01% 512
2020
Q2 		$74K Hold
19,804
– – ﹤0.01% 505
2020
Q1 		$24K Hold
19,804
– – ﹤0.01% 495
2019
Q4 		$223K Sell
19,804
-1,267
-6% -$11.4K ﹤0.01% 523
2019
Q3 		$204K Sell
21,071
-1,268
-6% -$12.9K ﹤0.01% 519
2019
Q2 		$280K Sell
22,339
-3,167
-12% -$46K ﹤0.01% 467
2019
Q1 		$446K Hold
25,506
– – ﹤0.01% 421
2018
Q4 		$395K Buy
25,506
+3,127
+14% +$72.3K ﹤0.01% 420
2018
Q3 		$706K Sell
22,379
-725
-3% -$20.8K 0.01% 396
2018
Q2 		$594K Hold
23,104
– – ﹤0.01% 402
2018
Q1 		$417K Buy
23,104
+5,800
+34% +$125K ﹤0.01% 426
2017
Q4 		$382K Hold
17,304
– – ﹤0.01% 437
2017
Q3 		$307K Sell
17,304
-3,600
-17% -$56.3K ﹤0.01% 445
2017
Q2 		$346K Hold
20,904
– – ﹤0.01% 423
2017
Q1 		$502K Hold
20,904
– – ﹤0.01% 411
2016
Q4 		$721K Hold
20,904
– – 0.01% 375
2016
Q3 		$806K Hold
20,904
– – 0.01% 363
2016
Q2 		$564K Hold
20,904
– – 0.01% 394
2016
Q1 		$392K Hold
20,904
– – ﹤0.01% 421
2015
Q4 		$411K Sell
20,904
-450
-2% -$13.7K ﹤0.01% 433
2015
Q3 		$684K Hold
21,354
– – 0.01% 388
2015
Q2 		$985K Sell
21,354
-49,060
-70% -$2.59M 0.01% 370
2015
Q1 		$3.64M Sell
70,414
-97,095
-58% -$4.21M 0.03% 276
2014
Q4 		$6.46M Sell
167,509
-64,650
-28% -$3.24M 0.05% 254
2014
Q3 		$18.1M Sell
232,159
-4,800
-2% -$392K 0.15% 178
2014
Q2 		$19.9M Sell
236,959
-16,160
-6% -$1.24M 0.16% 169
2014
Q1 		$18M Sell
253,119
-96,910
-28% -$7.58M 0.15% 182
2013
Q4 		$29.1M Sell
350,029
-27,325
-7% -$2.33M 0.23% 132
2013
Q3 		$29.1M Sell
377,354
-9,491
-2% -$657K 0.25% 134
2013
Q2 		$23.2M Buy
+386,845
New +$23.6M 0.22% 152

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Luther King Capital Management (LKCM)'s SM Position: Q1 2025 in Review

Luther King Capital Management (LKCM) sold out of SM Energy (SM) in Q1 2025, closing a stake of 5,304 shares — an estimated $206K sold.

Luther King Capital Management (LKCM) first reported a position in SM in Q2 2013 and held it in 42 quarters. The position peaked at $29.1M in Q3 2013. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Luther King Capital Management (LKCM) reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 5,304 SM Energy shares in Q1 2025, an estimated $206K.
  • Luther King Capital Management (LKCM) first reported a position in SM Energy in Q2 2013 and held it in 42 quarters.
  • Luther King Capital Management (LKCM)'s SM Energy position peaked at $29.1M in Q3 2013.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2025, filed 12 May 2025.