Massachusetts Financial Services
SM icon

Massachusetts Financial Services’s SM Energy SM Stock Holding History

Massachusetts Financial Services’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 		$4.28M Buy
137,155
+60,788
+80% +$1.39M ﹤0.01% 765
2025
Q4 		$1.43M Sell
76,367
-2,527
-3% -$51.2K ﹤0.01% 813
2025
Q3 		$1.97M Buy
78,894
+5,188
+7% +$140K ﹤0.01% 767
2025
Q2 		$1.82M Buy
73,706
+910
+1% +$22K ﹤0.01% 772
2025
Q1 		$2.18M Buy
72,796
+18,422
+34% +$661K ﹤0.01% 750
2024
Q4 		$2.11M Buy
+54,374
New +$2.3M ﹤0.01% 758
2016
Q1 		– Sell
-547,557
Closed -$10.8M – 871
2015
Q4 		$10.8M Buy
547,557
+37,144
+7% +$1.13M 0.01% 585
2015
Q3 		$16.4M Buy
510,413
+65,289
+15% +$2.37M 0.01% 528
2015
Q2 		$20.5M Buy
445,124
+20,415
+5% +$1.08M 0.01% 518
2015
Q1 		$21.9M Sell
424,709
-82,864
-16% -$3.6M 0.01% 507
2014
Q4 		$19.6M Buy
507,573
+242,174
+91% +$12.1M 0.01% 534
2014
Q3 		$20.7M Buy
265,399
+18,599
+8% +$1.52M 0.01% 522
2014
Q2 		$20.8M Sell
246,800
-42,120
-15% -$3.23M 0.01% 526
2014
Q1 		$20.6M Sell
288,920
-97,260
-25% -$7.61M 0.01% 492
2013
Q4 		$32.1M Buy
386,180
+72,510
+23% +$6.18M 0.02% 412
2013
Q3 		$24.2M Sell
313,670
-173,887
-36% -$12M 0.02% 440
2013
Q2 		$29.2M Buy
+487,557
New +$29.7M 0.02% 400

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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 $4.36B 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