Marshall Wace’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.7M | Buy |
485,069
+324,322
| +202% | +$9.74M | 0.01% | 935 |
|
|
2026
Q1 | $5.01M | Buy |
+160,747
| New | +$3.67M | 0.01% | 1304 |
|
|
2025
Q4 | – | Sell |
-76,161
| Closed | -$1.9M | – | 3440 |
|
|
2025
Q3 | $1.9M | Buy |
76,161
+53,165
| +231% | +$1.43M | ﹤0.01% | 1649 |
|
|
2025
Q2 | $568K | Buy |
+22,996
| New | +$557K | ﹤0.01% | 2102 |
|
|
2025
Q1 | – | Sell |
-168,381
| Closed | -$6.53M | – | 3059 |
|
|
2024
Q4 | $6.53M | Buy |
+168,381
| New | +$7.11M | 0.01% | 952 |
|
|
2024
Q2 | – | Sell |
-187,988
| Closed | -$9.37M | – | 2921 |
|
|
2024
Q1 | $9.37M | Buy |
+187,988
| New | +$7.69M | 0.01% | 770 |
|
|
2023
Q4 | – | Sell |
-98,471
| Closed | -$3.9M | – | 2580 |
|
|
2023
Q3 | $3.9M | Sell |
98,471
-578,867
| -85% | -$21.9M | 0.01% | 966 |
|
|
2023
Q2 | $21.4M | Sell |
677,338
-191,494
| -22% | -$5.41M | 0.04% | 459 |
|
|
2023
Q1 | $24.5M | Sell |
868,832
-1,017,193
| -54% | -$31M | 0.05% | 397 |
|
|
2022
Q4 | $65.7M | Sell |
1,886,025
-235,498
| -11% | -$9.79M | 0.15% | 149 |
|
|
2022
Q3 | $79.8M | Sell |
2,121,523
-242,191
| -10% | -$9.53M | 0.17% | 112 |
|
|
2022
Q2 | $80.8M | Buy |
2,363,714
+1,453,323
| +160% | +$59.1M | 0.17% | 127 |
|
|
2022
Q1 | $35.5M | Buy |
+910,391
| New | +$32.8M | 0.07% | 320 |
|
|
2021
Q3 | – | Sell |
-63,614
| Closed | -$1.57M | – | 3390 |
|
|
2021
Q2 | $1.57M | Buy |
+63,614
| New | +$1.23M | 0.01% | 1580 |
|
|
2020
Q1 | – | Sell |
-17,225
| Closed | -$194K | – | 2023 |
|
|
2019
Q4 | $194K | Buy |
+17,225
| New | +$155K | ﹤0.01% | 1351 |
|
|
2019
Q2 | – | Sell |
-38,796
| Closed | -$679K | – | 1797 |
|
|
2019
Q1 | $679K | Buy |
+38,796
| New | +$689K | 0.01% | 1046 |
|
|
2018
Q3 | – | Sell |
-340,110
| Closed | -$8.74M | – | 1269 |
|
|
2018
Q2 | $8.74M | Buy |
+340,110
| New | +$7.95M | 0.13% | 199 |
|
|
2017
Q1 | – | Sell |
-162,871
| Closed | -$5.62M | – | 703 |
|
|
2016
Q4 | $5.62M | Buy |
162,871
+100,842
| +163% | +$3.64M | 0.04% | 448 |
|
|
2016
Q3 | $2.39M | Buy |
+62,029
| New | +$1.99M | 0.02% | 558 |
|
|
2016
Q2 | – | Sell |
-259,696
| Closed | -$4.87M | – | 1150 |
|
|
2016
Q1 | $4.87M | Buy |
259,696
+230,450
| +788% | +$3.18M | 0.05% | 350 |
|
|
2015
Q4 | $575K | Sell |
29,246
-60,784
| -68% | -$1.85M | 0.01% | 786 |
|
|
2015
Q3 | $2.88M | Buy |
+90,030
| New | +$3.27M | 0.04% | 380 |
|
|
2014
Q3 | – | Sell |
-258,181
| Closed | -$21.7M | – | 1027 |
|
|
2014
Q2 | $21.7M | Sell |
258,181
-60,948
| -19% | -$4.67M | 0.32% | 84 |
|
|
2014
Q1 | $22.8M | Buy |
+319,129
| New | +$25M | 0.41% | 62 |
|
Other funds holding SM
AC
DSC
Marshall Wace's SM Position: Q2 2026 in Review
Marshall Wace increased its SM Energy (SM) stake by 202% in Q2 2026, buying an estimated $9.74M and bringing the position to 485,069 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #935.
Marshall Wace first reported a position in SM in Q1 2014 and has held it in 24 quarters since. The position peaked at $80.8M in Q2 2022. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.
- Marshall Wace held 485,069 shares of SM Energy worth $12.7M as of Q2 2026.
- Marshall Wace bought 324,322 SM Energy shares in Q2 2026, an estimated $9.74M.
- SM Energy made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #935 holding.
- Marshall Wace first reported a position in SM Energy in Q1 2014 and has held it in 24 quarters since.
- Marshall Wace's SM Energy position peaked at $80.8M in Q2 2022.
- 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.