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Moody Aldrich Partners’s SM Energy SM Stock Holding History

Moody Aldrich Partners’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 		$4.17M Sell
159,611
-16,901
-10% -$508K 0.75% 63
2026
Q1 		$5.5M Buy
176,512
+43,803
+33% +$999K 0.99% 35
2025
Q4 		$2.48M Sell
132,709
-14,435
-10% -$292K 0.46% 94
2025
Q3 		$3.67M Sell
147,144
-29,901
-17% -$806K 0.7% 75
2025
Q2 		$4.37M Buy
177,045
+41,987
+31% +$1.02M 0.85% 56
2025
Q1 		$4.04M Buy
135,058
+2,791
+2% +$100K 0.85% 52
2024
Q4 		$5.13M Buy
132,267
+31,582
+31% +$1.33M 0.95% 34
2024
Q3 		$4.02M Buy
+100,685
New +$4.37M 0.73% 64

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody Aldrich Partners's SM Position: Q2 2026 in Review

Moody Aldrich Partners reduced its SM Energy (SM) stake by 9.6% in Q2 2026, selling an estimated $508K and leaving 159,611 shares worth $4.17M. The position accounts for 0.75% of the portfolio, ranked #63.

Moody Aldrich Partners first reported a position in SM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.5M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Moody Aldrich Partners held 159,611 shares of SM Energy worth $4.17M as of Q2 2026.
  • Moody Aldrich Partners sold 16,901 SM Energy shares in Q2 2026, an estimated $508K.
  • SM Energy made up 0.75% of Moody Aldrich Partners's portfolio in Q2 2026, its #63 holding.
  • Moody Aldrich Partners first reported a position in SM Energy in Q3 2024 and has held it in 8 quarters since.
  • Moody Aldrich Partners's SM Energy position peaked at $5.5M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.