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Salomon & Ludwin’s SM Energy SM Stock Holding History

Salomon & Ludwin’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 		$62.1K Hold
2,415
– – 0.01% 446
2026
Q1 		$73.9K Buy
2,415
+2,064
+588% +$47.1K 0.01% 328
2025
Q4 		$6.53K Sell
351
-16
-4% -$324 ﹤0.01% 1671
2025
Q3 		$9.49K Buy
+367
New +$9.9K ﹤0.01% 1344

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

Salomon & Ludwin's SM Position: Q2 2026 in Review

Salomon & Ludwin held its SM Energy (SM) position steady in Q2 2026 at 2,415 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #446.

Salomon & Ludwin first reported a position in SM in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.9K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Salomon & Ludwin held 2,415 shares of SM Energy worth $62.1K as of Q2 2026.
  • Salomon & Ludwin left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #446 holding.
  • Salomon & Ludwin first reported a position in SM Energy in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's SM Energy position peaked at $73.9K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.