TLA
SM icon

Tanglewood Legacy Advisors’s SM Energy SM Stock Holding History

Tanglewood Legacy Advisors’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 		$2.32M Hold
74,323
– – 0.84% 19
2025
Q4 		$1.39M Hold
74,323
– – 0.52% 35
2025
Q3 		$1.86M Hold
74,323
– – 0.72% 23
2025
Q2 		$1.84M Hold
74,323
– – 0.75% 21
2025
Q1 		$2.23M Hold
74,323
– – 0.98% 18
2024
Q4 		$2.88M Hold
74,323
– – 1.23% 14
2024
Q3 		$2.97M Hold
74,323
– – 1.32% 13
2024
Q2 		$3.21M Hold
74,323
– – 1.52% 12
2024
Q1 		$3.71M Hold
74,323
– – 1.83% 11
2023
Q4 		$2.88M Hold
74,323
– – 1.57% 11
2023
Q3 		$2.95M Sell
74,323
-44,000
-37% -$1.67M 1.77% 11
2023
Q2 		$3.74M Hold
118,323
– – 2.16% 10
2023
Q1 		$3.33M Hold
118,323
– – 2.13% 10
2022
Q4 		$4.12M Buy
+118,323
New +$4.92M 2.93% 7

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