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Cambria Investment Management’s SM Energy SM Stock Holding History

Cambria Investment Management’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 		– Sell
-14,306
Closed -$446K – 773
2026
Q1 		$446K Buy
+14,306
New +$326K 0.02% 443
2024
Q4 		– Sell
-253,075
Closed -$10.1M – 410
2024
Q3 		$10.1M Sell
253,075
-5,537
-2% -$240K 0.61% 91
2024
Q2 		$11.2M Sell
258,612
-5,229
-2% -$257K 0.68% 91
2024
Q1 		$13.2M Buy
263,841
+23,600
+10% +$965K 0.79% 14
2023
Q4 		$9.3M Buy
240,241
+76,654
+47% +$2.96M 0.65% 84
2023
Q3 		$6.49M Buy
+163,587
New +$6.2M 0.53% 98

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

Cambria Investment Management's SM Position: Q2 2026 in Review

Cambria Investment Management sold out of SM Energy (SM) in Q2 2026, closing a stake of 14,306 shares — an estimated $446K sold.

Cambria Investment Management first reported a position in SM in Q3 2023 and held it in 6 quarters. The position peaked at $13.2M in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cambria Investment Management reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Cambria Investment Management sold 14,306 SM Energy shares in Q2 2026, an estimated $446K.
  • Cambria Investment Management first reported a position in SM Energy in Q3 2023 and held it in 6 quarters.
  • Cambria Investment Management's SM Energy position peaked at $13.2M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.