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Atom Investors’s SM Energy SM Stock Holding History

Atom Investors’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 		$2.4M Sell
91,811
-97,319
-51% -$2.92M 0.21% 130
2026
Q1 		$5.9M Buy
+189,130
New +$4.31M 0.42% 55
2025
Q2 		– Sell
-41,003
Closed -$1.23M – 771
2025
Q1 		$1.23M Buy
+41,003
New +$1.47M 0.15% 182
2022
Q4 		– Sell
-31,905
Closed -$1.2M – 311
2022
Q3 		$1.2M Buy
+31,905
New +$1.26M 0.42% 71
2020
Q1 		– Sell
-71,527
Closed -$804K – 373
2019
Q4 		$804K Buy
71,527
+20,371
+40% +$184K 0.07% 165
2019
Q3 		$496K Buy
+51,156
New +$522K 0.03% 219

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

Atom Investors's SM Position: Q2 2026 in Review

Atom Investors reduced its SM Energy (SM) stake by 51% in Q2 2026, selling an estimated $2.92M and leaving 91,811 shares worth $2.4M. The position accounts for 0.21% of the portfolio, ranked #130.

Atom Investors first reported a position in SM in Q3 2019 and has held it in 6 quarters since. The position peaked at $5.9M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Atom Investors held 91,811 shares of SM Energy worth $2.4M as of Q2 2026.
  • Atom Investors sold 97,319 SM Energy shares in Q2 2026, an estimated $2.92M.
  • SM Energy made up 0.21% of Atom Investors's portfolio in Q2 2026, its #130 holding.
  • Atom Investors first reported a position in SM Energy in Q3 2019 and has held it in 6 quarters since.
  • Atom Investors's SM Energy position peaked at $5.9M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.