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
2026
Q2 		$694K Buy
+26,600
New +$799K ﹤0.01% 1807
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 $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
Aristeia Capital
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Donald Smith & Co
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

Capital Fund Management (CFM)'s SM Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its SM Energy (SM) stake by 56% in Q2 2026, buying an estimated $7.2M and bringing the position to 666,413 shares worth $17.4M. The position accounts for 0.08% of the portfolio, ranked #377.

Capital Fund Management (CFM) first reported a position in SM in Q1 2014 and has held it in 28 quarters since. The position peaked at $26.6M in Q3 2016. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Capital Fund Management (CFM) held 666,413 shares of SM Energy worth $17.4M as of Q2 2026.
  • Capital Fund Management (CFM) bought 239,843 SM Energy shares in Q2 2026, an estimated $7.2M.
  • SM Energy made up 0.08% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #377 holding.
  • Capital Fund Management (CFM) first reported a position in SM Energy in Q1 2014 and has held it in 28 quarters since.
  • Capital Fund Management (CFM)'s SM Energy position peaked at $26.6M in Q3 2016.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.