Jeremy Grantham's SM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 716,918 shares of SM Energy Company (SM) worth $22.35 M, representing 0.06% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 716,918 shares. Largest reduction occurred in Q4 2025, reducing 335,805 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +716,918 | New Buy | 716,918 | $31.18 |
| Q4 2025 | -335,805 | Sold Out | 0 | $0.00 |
| Q3 2025 | -40,200 | Reduce 10.69% | 335,805 | $24.97 |
| Q2 2025 | +46,900 | Add 14.25% | 376,005 | $24.71 |
| Q1 2025 | +90,900 | Add 38.16% | 329,105 | $29.95 |
| Q4 2024 | +55,600 | Add 30.45% | 238,205 | $38.76 |
| Q3 2024 | -11,793 | Reduce 6.07% | 182,605 | $39.97 |
| Q2 2024 | +194,398 | New Buy | 194,398 | $43.23 |
| Q1 2022 | -265,092 | Sold Out | 0 | $0.00 |
| Q4 2021 | -189,300 | Reduce 41.66% | 265,092 | $29.48 |
| Q3 2021 | -277,100 | Reduce 37.88% | 454,392 | $26.38 |
| Q2 2021 | +86,200 | Add 13.36% | 731,492 | $24.63 |
| Q1 2021 | +576,692 | Add 840.66% | 645,292 | $16.37 |
| Q4 2020 | +50,500 | Add 279.01% | 68,600 | $6.12 |
| Q3 2020 | +18,100 | New Buy | 18,100 | $1.60 |
| Q1 2020 | -166,400 | Sold Out | 0 | $0.00 |
| Q4 2019 | +166,400 | New Buy | 166,400 | $11.24 |
| Q3 2017 | -28,358 | Sold Out | 0 | $0.00 |
| Q1 2017 | +3,000 | Add 11.83% | 28,358 | $24.01 |
| Q4 2016 | -1,100 | Reduce 4.16% | 25,358 | $34.47 |
| Q3 2016 | -120,400 | Reduce 81.98% | 26,458 | $38.59 |
| Q2 2016 | +110,858 | Add 307.94% | 146,858 | $27.00 |
| Q1 2016 | +10,500 | Add 41.18% | 36,000 | $18.75 |
| Q3 2015 | +25,500 | New Buy | 25,500 | $32.04 |
| Q1 2014 | -4,400 | Sold Out | 0 | $0.00 |
| Q4 2013 | +400 | Add 10.00% | 4,400 | $83.18 |
| Q3 2013 | +4,000 | New Buy | 4,000 | $77.25 |
Jeremy Grantham's SM Energy Company Investment FAQs
Jeremy Grantham first purchased SM Energy Company (SM) in Q3 2013, acquiring 4,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held SM Energy Company (SM) for 29 quarters since Q3 2013.
Jeremy Grantham's largest addition to SM Energy Company (SM) was in Q1 2026, adding 716,918 shares worth $22.35 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 716,918 shares of SM Energy Company (SM), valued at approximately $22.35 M.
As of the Q1 2026 filing, SM Energy Company (SM) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in SM Energy Company (SM) was 731,492 shares, as reported at the end of Q2 2021.