Capital Fund Management (CFM)
SM icon

Capital Fund Management (CFM)’s SM Energy SM Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-38,100
Closed -$951K – 2638
2025
Q3 		$951K Buy
38,100
+7,100
+23% +$191K ﹤0.01% 2121
2025
Q2 		$766K Buy
31,000
+11,900
+62% +$288K ﹤0.01% 2086
2025
Q1 		$572K Buy
+19,100
New +$685K ﹤0.01% 1815
2024
Q1 		– Sell
-27,700
Closed -$1.07M – 2245
2023
Q4 		$1.07M Buy
27,700
+14,000
+102% +$540K ﹤0.01% 1814
2023
Q3 		$543K Sell
13,700
-49,500
-78% -$1.88M ﹤0.01% 1782
2023
Q2 		$2M Buy
63,200
+35,900
+132% +$1.01M 0.01% 1187
2023
Q1 		$769K Buy
+27,300
New +$833K ﹤0.01% 1349
2022
Q3 		– Sell
-25,900
Closed -$886K – 1629
2022
Q2 		$886K Sell
25,900
-6,800
-21% -$276K 0.01% 1117
2022
Q1 		$1.27M Sell
32,700
-5,800
-15% -$209K 0.01% 1092
2021
Q4 		$1.13M Sell
38,500
-44,400
-54% -$1.39M 0.01% 1236
2021
Q3 		$2.19M Buy
+82,900
New +$1.67M 0.02% 900
2017
Q1 		– Sell
-6,900
Closed -$238K – 1794
2016
Q4 		$238K Sell
6,900
-18,200
-73% -$658K ﹤0.01% 1513
2016
Q3 		$968K Sell
25,100
-6,400
-20% -$205K 0.01% 973
2016
Q2 		$851K Buy
+31,500
New +$883K 0.01% 1006
2015
Q4 		– Sell
-36,200
Closed -$1.16M – 1702
2015
Q3 		$1.16M Sell
36,200
-14,600
-29% -$530K 0.01% 769
2015
Q2 		$2.34M Buy
50,800
+14,300
+39% +$755K 0.03% 571
2015
Q1 		$1.89M Buy
+36,500
New +$1.58M 0.03% 597
2014
Q2 		– Sell
-4,000
Closed -$285K – 1911
2014
Q1 		$285K Buy
4,000
+100
+3% +$7.82K ﹤0.01% 1505
2013
Q4 		$324K Buy
+3,900
New +$333K ﹤0.01% 1427

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s SM Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its SM Energy (SM) stake by 69% in Q1 2026, buying an estimated $3.96M and bringing the position to 426,570 shares worth $13.3M. The position accounts for 0.06% of the portfolio, ranked #446.

Capital Fund Management (CFM) first reported a position in SM in Q1 2014 and has held it in 27 quarters since. The position peaked at $26.6M in Q3 2016. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Capital Fund Management (CFM) held 426,570 shares of SM Energy worth $13.3M as of Q1 2026.
  • Capital Fund Management (CFM) bought 173,501 SM Energy shares in Q1 2026, an estimated $3.96M.
  • SM Energy made up 0.06% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #446 holding.
  • Capital Fund Management (CFM) first reported a position in SM Energy in Q1 2014 and has held it in 27 quarters since.
  • Capital Fund Management (CFM)'s SM Energy position peaked at $26.6M in Q3 2016.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.