WIM
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Westside Investment Management’s SM Energy SM Stock Holding History

Westside Investment Management’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 		$10.3K Hold
395
– – ﹤0.01% 1109
2026
Q1 		$12.1K Buy
+395
New +$9.01K ﹤0.01% 1056

Other funds holding SM

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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

Westside Investment Management's SM Position: Q2 2026 in Review

Westside Investment Management held its SM Energy (SM) position steady in Q2 2026 at 395 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Westside Investment Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.1K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Westside Investment Management held 395 shares of SM Energy worth $10.3K as of Q2 2026.
  • Westside Investment Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1109 holding.
  • Westside Investment Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Westside Investment Management's SM Energy position peaked at $12.1K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.