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Bayforest Capital’s SM Energy SM Stock Holding History

Bayforest Capital’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
-14,243
Closed -$266K – 1067
2025
Q4 		$266K Buy
+14,243
New +$289K 0.2% 183
2025
Q1 		– Sell
-2,389
Closed -$92.6K – 885
2024
Q4 		$92.6K Buy
+2,389
New +$101K 0.12% 330

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

Bayforest Capital's SM Position: Q1 2026 in Review

Bayforest Capital sold out of SM Energy (SM) in Q1 2026, closing a stake of 14,243 shares — an estimated $266K sold.

Bayforest Capital first reported a position in SM in Q4 2024 and held it in 2 quarters. The position peaked at $266K in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Bayforest Capital reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 14,243 SM Energy shares in Q1 2026, an estimated $266K.
  • Bayforest Capital first reported a position in SM Energy in Q4 2024 and held it in 2 quarters.
  • Bayforest Capital's SM Energy position peaked at $266K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.