Aberdeen Group
SM icon

Aberdeen Group’s SM Energy SM Stock Holding History

Aberdeen Group’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 		– Sell
-242,523
Closed -$4.54M – 968
2025
Q4 		$4.54M Sell
242,523
-340,129
-58% -$6.89M 0.01% 709
2025
Q3 		$14.6M Buy
582,652
+23,364
+4% +$630K 0.02% 531
2025
Q2 		$13.9M Buy
559,288
+112,529
+25% +$2.72M 0.02% 517
2025
Q1 		$13.4M Buy
446,759
+64,648
+17% +$2.32M 0.03% 494
2024
Q4 		$14.9M Sell
382,111
-84,441
-18% -$3.57M 0.03% 432
2024
Q3 		$18.7M Buy
466,552
+28,425
+6% +$1.23M 0.03% 403
2024
Q2 		$18.9M Sell
438,127
-17,326
-4% -$851K 0.04% 394
2024
Q1 		$22.7M Sell
455,453
-10,559
-2% -$432K 0.04% 379
2023
Q4 		$18M Sell
466,012
-21,093
-4% -$813K 0.04% 414
2023
Q3 		$19.3M Buy
+487,105
New +$18.5M 0.05% 325

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Aberdeen Group's SM Position: Q1 2026 in Review

Aberdeen Group sold out of SM Energy (SM) in Q1 2026, closing a stake of 242,523 shares — an estimated $4.54M sold.

Aberdeen Group first reported a position in SM in Q3 2023 and held it in 10 quarters. The position peaked at $22.7M in Q1 2024. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Aberdeen Group reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Aberdeen Group sold 242,523 SM Energy shares in Q1 2026, an estimated $4.54M.
  • Aberdeen Group first reported a position in SM Energy in Q3 2023 and held it in 10 quarters.
  • Aberdeen Group's SM Energy position peaked at $22.7M in Q1 2024.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Aberdeen Group's 13F filing for Q1 2026, filed 29 Apr 2026.