CI
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CacheTech Inc’s SM Energy SM Stock Holding History

CacheTech Inc’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
-156,553
Closed -$2.93M – 231
2025
Q4 		$2.93M Buy
156,553
+52,877
+51% +$1.07M 0.54% 49
2025
Q3 		$2.59M Sell
103,676
-11,837
-10% -$319K 0.52% 57
2025
Q2 		$2.85M Buy
115,513
+18,701
+19% +$453K 0.53% 50
2025
Q1 		$2.9M Buy
96,812
+23,537
+32% +$844K 0.57% 47
2024
Q4 		$2.84M Buy
73,275
+9,710
+15% +$410K 0.53% 43
2024
Q3 		$2.54M Buy
63,565
+7,798
+14% +$338K 0.55% 40
2024
Q2 		$2.41M Buy
+55,767
New +$2.74M 0.56% 41

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

CacheTech Inc's SM Position: Q1 2026 in Review

CacheTech Inc sold out of SM Energy (SM) in Q1 2026, closing a stake of 156,553 shares — an estimated $2.93M sold.

CacheTech Inc first reported a position in SM in Q2 2024 and held it in 7 quarters. The position peaked at $2.93M in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • CacheTech Inc reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • CacheTech Inc sold 156,553 SM Energy shares in Q1 2026, an estimated $2.93M.
  • CacheTech Inc first reported a position in SM Energy in Q2 2024 and held it in 7 quarters.
  • CacheTech Inc's SM Energy position peaked at $2.93M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on CacheTech Inc's 13F filing for Q1 2026, filed 12 May 2026.